Outlook 2007 New Features Update for CPAs: Client Contact, Scheduling and Communication Management (133023)

Description:

Outlook has become the standard for CPAs to maintain client contact electronically and to send and receive business documents. Outlook 2007 includes many new features and enhancements. In an all-day hands-on computer lab, this course emphasizes the newest features which will enhance productivity by accountants and comprehensively covers skill-building exercises for tracking and managing client contact and meeting scheduling, locating documents, and sharing team calendars and client information. The AICPA has identified collaboration and messaging applications in its Top Technologies listing. Highlights The emphasis of this course is on Interactive features in Outlook that apply to accountants including: interaction with Excel information; group/team calendars; setting folder permissions, rules, adding categories for contacts and tasks; subfolder setup and locating; shortcuts, using contacts as a data source for email broadcasting of business information, advanced searching and search folders to find client information quickly, setting program options, intelligent grouping, and advanced topics for client contact management.

Objectives:

• reading pane
• navigation pane
• creating subfolders
• email options
• prioritizing email
• setting message processing rules
• color coding messages automatically for prioritizing
• setting up the new search folders to locate information quickly
• broadcasting email messages to clients
• using contact forms
• creating and sharing contact details
• generating a map of driving directions to a client location in Outlook
• setting up a distribution list for quick emailing to groups
• using contact views and categorizing contacts
• setting up task views
• editing the master category list to track information by category
• time-saving tips for entering appointments and recurring appointments
• setting "show time as" busy, tentative, free, out of office
• sharing calendars and group schedules
• adding holidays to the calendar
• setting permissions to delegate maintenance of Outlook folders by administrators
• setting desktop alerts for incoming information
• shortcuts to connecting to files or web pages
• advanced find for locating information quickly
• setting Outlook program options
• electronic delegation of tasks to colleagues and/or subordinates
• sending email and documents directly from Word to a client
• sending a spreadsheet or range of a spreadsheet from Excel to a client
• saving a calendar as an HTML page for a client
• learning time-saving keyboard shortcuts
• customizing the favorites folder in Outlook for quick access to client information
• setting macro security to safeguard information
• arrange email by conversation to review client conversations
• viewing any two Outlook folders at the same time to read client email information and locate client files at the same time
• using the Notes form with the Contact form to document client business and telephone conversations
• Use the time-saving contextual ribbon tools and customize the quick access toolbar (2007)

Who Should Attend:

This course is designed for CPAs who want an update on how to take advantage of the new productivity features in Outlook 2007 that apply to client contact management and scheduling.

Prerequisite:

computer knowledge