A fellow colleague here at UNMC sent me a video link to some useful “Ted” Tech Tips. Some of these you may already know, but hopefully you can learn a few more.
Question: How do I change recurring meetings in Outlook without changing or losing previous meeting history?
Answer: This seems to be an annoying problem in Outlook, and one you have to be very careful with. If you make any changes to a recurring entry, it could change your previous entries. In addition, if you have information in your message area in individual entries that is not part of the series, that information will be deleted. This is what we recommend when working with recurring entries:
- Do not include important data within your repeating entries. Instead, use the Notes feature within Outlook, which you can view in a list to see dates of the notes (click Notes at the bottom of your Outlook navigation pane – left side). You may also want to consider using OneNote or even a Word document.
- Do not schedule recurring meetings with “No end date.”
- If you are making changes to just one entry, do not select changing the entire series.
- If you change information on the repeating series, existing repeating entries will change to include the same information. For example, changing the location will change it on all entries. If you change the End date or other fields, you may get prompted with “Any exceptions associated with this recurring appointment will be canceled.” This means that anything you have included or changed on individual appointments in that series will be deleted.
- Instead, copy an existing repeating entry to another date by holding Ctrl and dragging to another date, then change the new recurrence information (start date, end date, location, etc) for the new series.
- If you change the original series end date, just realize that any notes on individual entries will be deleted.
- When creating recurring meetings, it is recommended you change the “No end date” to include no more than one year.
Below is a suggestion found on using Onenote to keep notes from meetings (from http://sherylcanter.com/wordpress/2008/12/change-outlook-recurring-appointments-without-losing-exceptions/)
“OneNote offers some workaround here as well. You can right click on an appointment and click “meeting notes” which will create a new page in OneNote with all the information from the appointment and any notes that are stored there, including the date, time, and location of the meeting. Then everything can be “filed” into notebooks. Then you don’t have to rely on Outlook to store any data and it doesn’t matter if appointments in the past are lost because you have a record of it in OneNote. I find it convenient to be able to sort things into notebooks in OneNote and put everything in my own order instead of having to search through my calendar for information. OneNote will also store links to documents or screenshots of documents and keeps attachments available when you export an email message to OneNote.”
Everyone will start with a “clean” Outlook account March 6, as announced earlier this week. To create a contact from calendar view, select New > Contact and enter the name and email address and other fields as desired.
To create a group of contacts or distribution list, from the Contacts view, click New Contact Group (or in Outlook 2007 it is called Distribution list)
Shortcuts: You can also drag and drop a message to the Contacts view on PCs. You can also find New > Contact or New Distribution list from other views too.
Please refer to http://www.unmc.edu/its/train_exchange.htm (and the links on left panel for your appropriate version) for more Outlook training resources.