3E MatterSphere – What Information is on a Client Record?
If you’ve got the Outlook view set up exactly as you want it, why not save the view so you don’t have to worry about setting it up next time you open Outlook.
Click the View menu and then click the drop down arrow on the Change View icon.
Click Save Current View as a new View.
Enter a name for the view, choose when you want it to be available and click OK.
If you want to change the view, click the drop down arrow on the Change View icon and choose Manage Views.
Select the View that you want to use and click Apply View.
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