Adding and Deleteing Columns in Business Contact Manager Lists

When you are working in Business Contanct Manager (BCM) you are often working within lists. Most of these lists have standard views but I often find that the standard lists include columns that you don’t need or exclude columns you need every day. In this post we will explore the different ways to add or remove columns from lists in BCM.

There are two main ways to access the add columns window and both of these open the Show Columns window.

1. Use the add columns button located on the View tab of the ribbon

2. Right click on the column header

Using the Show Columns window:

  1. Select the type of field to add by clicking on the drop down menu
  2. Select the field to add from the left column
  3. Click the add button
  4. When you’re done click OK

 You can also remove columns from this window if you want by selecting the column to remove in the right hand area of the window and then clicking the remove button.

 An easier way to remove columns is to grab the column header with a left click and drag it out of the column header area. When the large obvious X appears release the mouse and the column is removed.

 I often find the fields are not in the correct order from left to right but again this is a pretty easy adjustment and there are two ways to complete this process.

 The first way to reorder columns is through the Show Columns window. When you have the window open use the up and down buttons to reorder fields on the list. The column name at the top of the list will appear on the left side of your list on your screen. So in the image below the Icon column will be on the left and Business Address will be on the right.

 The second, and far easier, way is to grab the field header in the list and drag it to the new location. When the two red arrows appear on the header row drop the mouse click and the field will move to the new location.

 One last thing to mention. These processes can also be used in Outlook lists like your email inbox or task list. The steps are the same but the windows look slightly different. It’s worth spending a few minutes setting up your inbox columns so they are useful for you rather than just taking up space.

 Thanks for reading

 Keystone Team

Advertisements

KIT Quick Hit- Using Freeze Panes in Excel 2010

There are times when you’re working on an Excel spreadsheet and it is so long and wide and you struggle with remembering what data is in column E and what record is in row 545. Well there is a simple solution, freeze panes. This handy function will freeze Row 1, Column A, or you can manually select which rows and columns to freeze. So if you freeze row 1 when you scroll down to row 545, row 1 will stay frozen in place and you can see what is in column E.

To use Freeze Panes in Excel 2010

  1. Click the View tab in the ribbon
  2. Select the Freeze Panes button and choose one of the three options 
  • Freeze Top Row will freeze row 1. This is very useful if your spreadsheet has hundreds of rows
  • Freeze First Column will freeze column A. This is good to use when your spread sheet has 20 columns but you need to see what is in column A when you’re working in column E
  • Freeze Pane will freeze panes based on the location of the active cell in the spreadsheet. Every row above and every column to the left of the active cell will be frozen. So if I have cell B2 frozen then both row 1 and column A will be frozen. 

Although we use Office 2010 in this podcast, this functionality is available in Excel 2003 and 2007. Please let us know if you have any questions about freeze panes functionality our any other Microsoft Office 2010 functionality you struggle with.

Keystone Interactive Training Team

KIT Quick Hit- Quickly Insert Columns and Rows in Excel

Not many people realize that you can quickly insert as many columns or rows into your Excel worksheets as you need with only a few clicks. I often watch users slowly add one column at a time when they could complete the same process with a couple of mouse clicks. In this KIT Quick Hit podcast we’ll show you the secret of adding multiple columns or rows in Excel.

We use Office 2010 at KIT but this works in all versions of Excel.

Our KIT Quick Hit series are short videos to give you imediate skills  to make you more effieicent and generally make you a superstar in your office. These podcasts will focus on applications and software that you use everyday at work andhome.

Thanks for watching