I had a great question last week on our Outlook® webinar. Could Outlook® be used to replace a CRM function when it came to generating tasks with predefined date dependencies. For example, a real estate closing. Earnest money (or binder) is due a certain number of days from the contract date. Loan docs are due a certain number of days after the appraisal, and so on. I answered, No.
After thinking about it for awhile, I came up with a possible workaround using a combination of Excel® and Outlook®.
Create project “templates” using Outlook Tasks and import/export files in Excel.
If someone asked you what a table was (in data speak), you would likely respond with something like a set of data presented in columns in rows. When Excel® 2007 says tables it means a very specific way of formatting data that not only visually arranges into a tabular format, but gives you tools that let you work with that data easily.
From filtering to automatic totals that grow with your data, Excel Tables enable you to accurately process tabular data fast.
Missing important emails? Taking too long to check for those critical messages? Try using automatic color formatting.
If you’ve ever spent anytime copying and pasting text data into Word tables or trying to get data out of tables and into a simple list in a document, these tips might make you grumble a little. The good news is you’ll never have to do that again!
Tricks with tables to save you some cutting and pasting when your data doesn’t come in the way you expect it. Data to tables, tables to text and sorting data NOT in a table!
For most of us Office 2010 became available on June 15, 2010. While it had been released to some groups of customers back in April, the majority of us couldn’t avail ourselves of it until June. It seems to be a shocker for many because so many of us just got our hands on Office 2007 or are at least contemplating a near term migration to the new Office suite.
Wondering if it’s worth it to leap to Office 2010? Here is one geek’s opinion.
I’m often asked about the “rules” for PowerPoint® presentations. How many bullets? How many words per bullet? Font size? Font type? There are some great books on the subject. I happen to like Garr Reynold’s Presentation Zen and Michael Flocker’s Death by PowerPoint®. You can read a hundred books on the subject and go to classes and seminars. If you do, you’ll hear hundreds of pieces of advice, some conflicting, about how to wow your audiences and get your point across. So what is the best advice? Ask your audience!