Category Archives: Contacts/Groups

Create OneNote Pages from Excel List

Posted by on February 26th, 2013

Question: I have an Excel spreadsheet with 3000 names that I would like to create folders for on my shared network drive. We need to keep files and other information for these people and would like to have the names stored in folders by As, Bs, etc. . Is there an easy way to do that?

Answer: There may be a procedure to do that, but I think a more efficient way to keep track of names and subsequent information for them would be to create a OneNote2010 notebook on a shared network drive. This is a perfect project to show the powerful capabilities of OneNote.

Create sections of the OneNote notebook with the Letters of the Alphabet and then create pages for each student. Within these pages you can create subpages which can hold files, notes, images, recording, etc. You can create this in just a few minutes by Importing the list from Excel into Outlook 2010 Contacts, and then select the “A” contacts and click OneNote in the ribbon. This will send the Contact information to OneNote pages. Do this for each section. See more detailed steps below:

  1. In your Excel file, make sure your workbook contains only one worksheet with headings at the top. It is best to have headings Name and E-Mail for it to import correctly into Outlook.
  2. Name your data range in Excel and save the file in 2003 (.xls) format.
  3. Go to your Outlook contacts view and and right click on Contacts to create new folder – call it something like “Students”
  4. Click File > Open > Import > Import from another program or file.
  5. Verify that the names imported correctly into your Outlook Contacts.
  6. Create a OneNote Notebook on your shared network drive.
  7. Create sections for the letters of the Alphabet.
  8. Go back to your Outlook contacts and select the names you wish to place in the A section (using Shift or Ctrl to select the names) and click OneNote in the ribbon and place in the appropriate notebook section. Continue this for each section of names. You could also select all Contacts and click OneNote, sending all names at once. Then create new pages for each letter of the alphabet and indent the contact pages by dragging slightly to the right, creating subpages.
  9. You can now add notes, drawings, images, files, Outlook messages, appointments and even recordings into OneNote pages. You can also create lists or tags which you can search on.

Learn more about OneNote 2010 in our basics class coming up 4/22 from 1-3 p.m. which you can sign up for by going to www.unmc.edu/its/training.htm . You can find several other tutorials and resources on OneNote at Microsoft, including:

 

Outlook Groups

Posted by on February 21st, 2013

Question of the Week - Several questions have come up recently about Outlook groups:

Question: How can I create a group from of my Outlook contacts?

Answer: Create a new contact group (or distribution list in Outlook 2007) and select Add Members > From Outlook Contacts and select from your list.

Question: How can I create a group from an Excel spreadsheet? I tried copying and pasting into the group but it didn’t work.

Answer: You can copy and paste, but you paste into the Members section after selecting New Contact Group > From Address Book and at the bottom of that screen, press Ctrl V to paste. Then click OK.

Copying Outlook Groups to Excel lists

Posted by on February 11th, 2013

Question: I frequently need to send a list of names from a group to Excel. I’m not able to copy and paste directly from the group into Excel. I also tried exporting but all that transfers is the group name. I used to do this all the time with Lotus Notes, but Outlook is driving me crazy on this.

Answer: The procedure outloined below is the easiest way I have found:

  1. From the Contacts view, click to select the group, then select File > Save As and from the File Type drop-down arrow, select RTF format and save it with a name and in a location that you can find easily.
  2. Open that file in Word. The group will probably display in a list with names and email addresses separated with semicolons or tabs.
  3. Select the data and convert it to a table – Insert > Table > Text to Table.
  4. Sometimes selecting the default options works fine, or you may have to modify the columns and delimiter, such as “tabs” to get the names and email addresses to appear in separate columns.
  5. Select and copy (CTRL C) the table (or columns desired) and paste (CTRL V) into an Excel worksheet.

NOTE: You can also “Save as” a text ( .txt) file and open in Excel, then use the Data > Text to columns feature in Excel. But I found the RFT into Word worked better.

Email to several people without seeing the entire list

Posted by on February 4th, 2013

Question: How can I send an email to many people without them seeing the entire list of recipients?

Answer: Enter the names or group name in the bcc field. This way each person will only see their his/her name. By default you don’t see bcc in an Outlook message, but you can include it by selecting the Options tab and click BCC. This will enable that field to be seen on all new messages.

Outlook Groups on the Mac

Posted by on January 29th, 2013

Question: I am trying to create a personal contact group on Outlook 2011 for the Mac but I’m not able to select the Contact Group feature. How can I create a group in Outlook for the Mac?

Answer:  If File > New > Contact Group is dimmed out you can enable this feature by opening Outlook and pull down the Outlook menu (located just to the left of File), and select Preferences. Choose the General icon(under Personal Settings) and under Folder list uncheck the box next to “Hide on my Computer folders.” After unchecking this box, you can now go to File > New and then choose Contact Group.

Keep in mind, however, when you create contact groups on the Mac they are only available locally from that Mac computer. You are not able to access them from Outlook Web access (OWA) or another computer, although you can import groups into Outlook for the Mac or for Windows. So if you need to have groups available elsewhere, you may want to create the group from OWA.

For other Outlook features, come to ITS’ Outlook 2011 for the Mac on Thursday, Jan 31 from 1-3 p.m. or Outlook Web Access also on Thursday from 3-4 p.m. in 8011 Wittson Hall (ITS training room).