2. Adding New Contacts

 
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Overview

Cover the basics of adding a new contact.

Summary

Lesson Goal

Learn how to create new contacts.

Creating a new contact

Creating a new contact is very simple. To start, click the New Contact command. This will open the new contact window. From here it’s just a matter of filling out the fields and saving.

We can choose to enter the full name directly or click the Full Name button to enter the name one component at a time.

Here we can also add information such as company and job title. We can also choose the method for filing the contact and we can add a photo for this contact.

Next, we can add email addresses and social media addresses.

Below we have a few boxes for phone numbers. These are all set to different categories, but we can change these by selecting the category box and choosing a different type.

Finally, we can add some notes about the contact.

Transcript

In this lesson, we'll learn how to create new contacts.

Looking at the current contacts view, we can see that this email account already has a lot of contacts. Let's explore how these contacts were made. To get started, I'll select the new contact command to open the create a contact window. This window allows us to enter the most basic details for a contact. Let's enter the contact name.

Instead of typing the name in this box, we'll click the full name button.

This opens a window which breaks down a name into different components.

I'll quickly fill this out with the name of a new intern.

Below I'll enter the company and job title information.

Off camera, I'll enter the email and business phone number.

Note that next to the boxes for phone numbers, we have dropdowns.

These allow us to change the type of phone number.

By default, the four boxes here cover the most common types of phone number.

However, some other number types can be useful. For example, if this was a contact for a new company CEO, we might want to change one of these to assistant. This could be more efficient than making a separate contact for the CEO's assistant. We can also add an address.

Typically, we'd add the business address here, but in this case I'll leave it blank.

Moving on, we have the option to add a picture and some notes. Most contacts don't include photos so I won't add one here. For notes, we can write anything.

I'll make a note of the date that this intern started working at the company as well as some info about their education such as the name of their university and the degree they studied.

Most contacts won't have any more information than this, but Outlook supports far more detailed contacts if necessary.

If we navigate to the show group and click the details command, we have the option of storing a few more types of information.

These typically aren't important for either personal contacts or contacts from other businesses, but they can be very useful for contacts internal to our business.

I'll fill in a few of these fields off camera.

Most of them are useful and informative, but a few are likely unnecessary.

For example, I have left nickname and spouse/partner blank.

I'll finish this contact by selecting the save and close command.

Now that we've returned to the main contacts interface, we can see that the new contact has been added to our list under the grouping for our company.

Let's stop the lesson here. In the next lesson, we'll learn how to organize our contacts folders.

Managing Contacts, Calendars, and Tasks

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