{"id":4948,"date":"2013-06-21T23:09:17","date_gmt":"2013-06-21T22:09:17","guid":{"rendered":"http:\/\/www.markwilson.co.uk\/blog\/?p=4948"},"modified":"2014-06-26T23:58:43","modified_gmt":"2014-06-26T22:58:43","slug":"short-takes-searching-in-outlook-duplexing-in-excel-merging-in-word-and-going-wild-in-salesforce","status":"publish","type":"post","link":"https:\/\/www.markwilson.co.uk\/blog\/2013\/06\/short-takes-searching-in-outlook-duplexing-in-excel-merging-in-word-and-going-wild-in-salesforce.htm","title":{"rendered":"Short takes: searching in Outlook; duplexing in Excel; merging in Word; and going wild in Salesforce"},"content":{"rendered":"

This week I’ve mostly been… working in pre-sales.\u00a0Consequently, this is perhaps not the most exciting blog post I’ve written… but hey, it’s a post and there haven’t been many of them recently!<\/p>\n

First up: searching Outlook<\/h3>\n

Since I changed jobs in April<\/a>, my email volume has increased by 300x. My mail archive has more messages in it as we approach the end of June than it did for the whole of 2012, and most of them have been sent\/received in the last three months. \u00a0In short, being able to quickly and accurately search Outlook is important to me.<\/p>\n

Microsoft’s website has some good advice for narrowing search criteria for better results in Outlook<\/a>\u00a0– for example, if you’re looking for that email from Mark Wilson with the attachment you needed? Try from:\"Mark Wilson\" hasattachment:yes<\/code>.<\/p>\n

Next: opening two Excel workbooks side by side<\/h3>\n

If someone sends you a spreadsheet that you need to complete, and there’s information to pull from another spreadsheet, it can be a nuisance to keep switching back and forth between windows inside the application. The answer is to use Task Manager (taskmgr.exe<\/code>) to open a new copy of Excel so you now have two running processes. \u00a0Each one can be used to open a different workbook (e.g. on different monitors) and contents can be copied back and forth.<\/p>\n

Then: merging revision comments in Word<\/h3>\n

Perhaps you work in a team where instead of collaboratively editing one document, people each create their own versions with their own comments? Thankfully, Word 2010 (and probably other versions too) can merge the comments and changes into a single document<\/a>. That single feature saved me hours this morning…<\/p>\n

Finally: wildcards in Salesforce.com reports<\/h3>\n

My final tip from “Mark’s exciting week in pre-sales” (I jest) was gleaned whilst trying to create a report in Salesforce.com to show my team’s pipeline. I can’t rely on opportunities being correctly tagged, so I needed a report that used searches on a number of fields (and a filter to apply Boolean logic) but was picking up some false positives. \u00a0The problem was that one of the search criteria was also a partial match on some other results. \u00a0By changing the “contains” criteria from thing<\/code> to thing*<\/code>, I got just the results that started with “thing” and not the ones that included “thing” (like “something”).<\/p>\n

That explanation is not as clear as I’d like, but I don’t want to spill the beans on some proprietary information – just take a look at the Salesforce.com advice for refining search using wildcards<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"

This week I’ve mostly been… working in pre-sales.\u00a0Consequently, this is perhaps not the most exciting blog post I’ve written… but hey, it’s a post and there haven’t been many of them recently! First up: searching Outlook Since I changed jobs in April, my email volume has increased by 300x. My mail archive has more messages … Continue reading Short takes: searching in Outlook; duplexing in Excel; merging in Word; and going wild in Salesforce<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[218],"tags":[188,108,154,545,25],"class_list":["post-4948","post","type-post","status-publish","format-standard","hentry","category-technology","tag-excel","tag-outlook","tag-word","tag-salesforce","tag-search"],"yoast_head":"\nShort takes: searching in Outlook; duplexing in Excel; merging in Word; and going wild in Salesforce - markwilson.it<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.markwilson.co.uk\/blog\/2013\/06\/short-takes-searching-in-outlook-duplexing-in-excel-merging-in-word-and-going-wild-in-salesforce.htm\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Short takes: searching in Outlook; duplexing in Excel; merging in Word; and going wild in Salesforce - markwilson.it\" \/>\n<meta property=\"og:description\" content=\"This week I’ve mostly been… working in pre-sales.\u00a0Consequently, this is perhaps not the most exciting blog post I’ve written… but hey, it’s a post and there haven’t been many of them recently! 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He suggested\u2026","rel":"","context":"In \"Desktop Search\"","block_context":{"text":"Desktop Search","link":"https:\/\/www.markwilson.co.uk\/blog\/tag\/desktop-search"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":4442,"url":"https:\/\/www.markwilson.co.uk\/blog\/2012\/10\/could-not-read-the-calendar-outlook-cannot-open-this-item-the-item-may-be-damaged.htm","url_meta":{"origin":4948,"position":3},"title":"Could not read the calendar. Outlook cannot open this item. The item may be damaged!","author":"Mark Wilson","date":"Tuesday 9 October 2012","format":false,"excerpt":"Somtimes, I could cheerfully dump my corporate laptop* and this week has been no exception with abysmally slow performance, new software installs that require reboots and then, after working well (so nothing to do with the Cisco unified communications integration components that I installed yesterday), Outlook decided that it didn't\u2026","rel":"","context":"In "Technology"","block_context":{"text":"Technology","link":"https:\/\/www.markwilson.co.uk\/blog\/topic\/technology"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/www.markwilson.co.uk\/blog\/images\/outlook-error.png?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]},{"id":6639,"url":"https:\/\/www.markwilson.co.uk\/blog\/2016\/10\/short-takes-outlook-wont-open-https-links-disable-outlook-clutter.htm","url_meta":{"origin":4948,"position":4},"title":"Short takes: what to do when Outlook won’t open HTTP(S) links; how to disable Outlook Clutter; and don’t run externally-facing mail servers in Azure!","author":"Mark Wilson","date":"Friday 28 October 2016","format":false,"excerpt":"Once again, my PC is running out of memory because of the number of open browser tabs, so I'll convert some into a mini-blog post... Outlook forgets how to open HTTP(S) links I recently found that Outlook 2016 had \"forgotten\" what to do with HTTP(S) links - complaining that: Something\u2026","rel":"","context":"In "Technology"","block_context":{"text":"Technology","link":"https:\/\/www.markwilson.co.uk\/blog\/topic\/technology"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":6135,"url":"https:\/\/www.markwilson.co.uk\/blog\/2015\/10\/tools-for-troubleshooting-outlook-autodiscover.htm","url_meta":{"origin":4948,"position":5},"title":"Tools for troubleshooting Outlook autodiscover","author":"Mark Wilson","date":"Monday 12 October 2015","format":false,"excerpt":"In my post last week about Office 365 and proxy servers,\u00a0I mentioned issues with Outlook autodiscover. \u00a0These were not exactly easy to troubleshoot, often with multiple subject matter experts looking\u00a0from\u00a0different angles (network, client applications, Exchange, firewalls, etc.). During the process, we used a few tools (as well as examining the\u2026","rel":"","context":"In "Technology"","block_context":{"text":"Technology","link":"https:\/\/www.markwilson.co.uk\/blog\/topic\/technology"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]}],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/www.markwilson.co.uk\/blog\/wp-json\/wp\/v2\/posts\/4948","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.markwilson.co.uk\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.markwilson.co.uk\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.markwilson.co.uk\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.markwilson.co.uk\/blog\/wp-json\/wp\/v2\/comments?post=4948"}],"version-history":[{"count":3,"href":"https:\/\/www.markwilson.co.uk\/blog\/wp-json\/wp\/v2\/posts\/4948\/revisions"}],"predecessor-version":[{"id":5257,"href":"https:\/\/www.markwilson.co.uk\/blog\/wp-json\/wp\/v2\/posts\/4948\/revisions\/5257"}],"wp:attachment":[{"href":"https:\/\/www.markwilson.co.uk\/blog\/wp-json\/wp\/v2\/media?parent=4948"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.markwilson.co.uk\/blog\/wp-json\/wp\/v2\/categories?post=4948"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.markwilson.co.uk\/blog\/wp-json\/wp\/v2\/tags?post=4948"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}