mac keyboard shortcuts

: : for mac os 10.5 and earlier : :

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For a list of common keyboard shortcuts for mac (OS 10.5 and earlier) click here.

Or you can check out Dan Rodney's (instructor, designer, all round nice guy!) website here. I particularly like Dan because he's a mac AND a pc guy!

Also, most applications will have its own list of shortcuts. You can find these either in Preferences under the Application menu (eg, for Word, click on Word, then Preferences) or sometimes under Edit | Keyboard Shortcuts.

You can also customise your keyboard shortcuts.

Mail Fetcher

: : fetch POP mail using gmail : :

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For a full overview of Mail Fetcher, click here: http://mail.google.com/support/bin/answer.py?answer=21288

To set up Mail Fetcher:

1. Click Settings at the top of any Gmail page, and open the Accounts tab.


2. In the Get mail from other accounts section, click Add a mail account you own


3. Enter the full email address of the account you'd like to access, then click Next Step.


4. Enter your Username and Password details


5. The default POP Server settings should be fine


6. Tick the 'Leave a copy of retrieved messages on the server' box


7. Tick the 'Label incoming messages' box and create a label (or use the email address as a label, although this may be a little long!)


8. Click Add Account


9. In the next window, select 'Yes, I want to be able to send mail as mail@yourdomain.com.au', then click on Next Step


10. Update your Name: details if required, then click Next Step


11. In the next window, select 'Send through yourdomain.com.au SMTP servers'


12. Enter your password and click 'Add Account'


13. Check your POP email account for a vertification email, then click on the link within that email

Now in gmail, when you click on Compose Mail, you can select either your gmail account or your POP account from the dropdown box in the From: field

load a custom email signature

: : for outlook 2003 & 2007 : :

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Your designer has sent you a custom email signature as an HTML file. You will need to save this file to your computer according to which Operating System you are using:

If you are using Windows Vista:
drive:\user\AppData\Roaming\Microsoft\Signatures

If you are using Windows XP:
drive:\Documents and Settings\user\Application Data\Microsoft\Signatures

Once you have saved the file, use the following instructions to insert the signature automatically.

outlook 2007

To insert a signature automatically:

1. In a new message, on the Message tab, in the Include group, click Signature, and then click Signatures.
   
   Note You can also access the signature options that are available on the Message tab after you click Reply, Reply to All, or Forward in an open message.
   
   
2. On the E-mail Signature tab, in the Select signature to edit list, select the signature that you want.
3. Under Choose default signature, in the New messages list, select the signature that you want.
4. If you want to include a signature in message replies and in forwarded messages, in the Replies/forwards list, select the signature. If not, select none.
5. Click OK.
6. To add the default signature to a currently open message, on the Message tab, in the Include group, click Signatures, and then select the signature.
   

other email programs

For Entourage 2008 click here

For Mac Mail click here

merging duplicate contacts

: : for salesforce : :

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1. Login to your salesforce.com account
   
2. Search for contact name
3. Update Account Name on all contact records so they are matching (if required)
4. Click on Account Name to view Account Detail
5. Under the Contacts list, click on Merge Contacts
6. Type the contact name in the search field then click on Find Contacts
7. Ensure all duplicate contacts are ticked, then click on Next
8. Select the values that you want to retain in the merged record by clicking on the appropriate radio buttons
   
   Fields with conflicting data will be highlighted purple
   
   CAUTION - If conflicting data is stored for a multi-pick list:
   - Click on the radio button of the FIRST record to select it
   - Write down the data in the OTHER record on a piece of paper
   - After the merge you will need to manually update that field
   in the contact record with the additional data
   
   
9. Click on Merge
10. You will be prompted with the following message:
    
    "These records will be merged into one record using the selected values. Merging cannot be undone. Proceed with the record merge?"
    
    
11. Click OK to be returned to the Account Detail screen
12. Click on Contact Name listed as the second item under Recent Items to view the new merged record
13. Click on Edit to update any multi-pick lists if required, then click on Save

install a custom invoice form

: : for myob accounting v16 : :

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installing your invoice form

1. If MYOB is running, please exit the program
2. Save the formname.FRM file to the C:\myob16\Forms folder on your computer
3. Open MYOB
4. From the Sales command centre click on Print/Email Invoices
5. Click on Advanced Filters
6. Ensure Sale Type matches the type of Invoice Form you are installing, ie, if it is a Service Form, then select Service
   
7. In the Selected Form for Sale field, select formname from the drop down box, then click on Use Form to return to the Advanced Filters dialog box
8. Click on OK to return to the Review Sales Before Delivery dialog box then click on Cancel to return to the Sales Command Centre
9. Your new Invoice Form is now set as your default form.

using your invoice form

1. When raising an Invoice, ensure you select the relevant layout, ie, Service, by clicking on Layout
2. Select relevant layout, ie, Service, from the Select Layout dialog box then click OK
3. You should now see formname as the default option when you click on the Print button at the bottom of the Sales - New dialog box

Download PDF version of these instructions

install a font

: : for Windows XP : :

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1. Save the font file (.ttf) to your C:\Windows\Fonts folder
2. Open the C:\Windows\Fonts folder (to do this: double-click the My Documents icon on your desktop, then type C:\Windows\Fonts in the Address bar, then press Enter)
3. By viewing the contents of the Fonts folder you complete the installation process
4. Close the Fonts folder

: : for Windows Vista : :

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1. Open Fonts by clicking the Start button, clicking Control Panel, clicking Appearance and Personalization, and then clicking Fonts.
2. Click File, and then click Install New Font. If you don’t see the File menu, press ALT.
3. In the Add Fonts dialog box, under Drives, click the drive where the font that you want to install is located.
4. Under Folders, double-click the folder containing the fonts that you want to add.
5. Under List of fonts, click the font that you want to add, and then click Install.

: : for Mac : :

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1. Save font files anywhere on your mac
2. Open the files from Finder (this will open the font in Font Book)
3. Click on Install

setting up your email accounts

: : for outlook 2003 : :

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Download PDF version of these instructions

To set up a POP account, open Outlook then follow these simple instructions:

1. On the Tools menu, click E-mail Accounts


2. Select Add a new e-mail account, then click Next


3. Select POP3 for the e-mail server type, then click Next


4. Complete the E-mail Accounts dialog box using the information sent to you by your email host


5. Click Test Account Settings to verify that your account is working. If there is missing or incorrect information, such as your password, you will be prompted to supply or correct it. Be sure your computer is connected to the Internet.

: : for outlook 2007 : :

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Click here for instructions (PDF)

: : for mac mail v2 : :

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To set up your email account in Mac Mail v2:

1. From the Mail menu, select Preferences (⌘-,)


2. Click on the Accounts tab


3. Click on the '+' (bottom left corner)


4. Enter your details in General Information then click Continue


5. Enter your details in Incoming Mail Server Information using the information sent to you by your email host


6. Click Continue to check your connection


7. Enter your details in Outgoing Mail Server (this information is provided by your ISP, not your email host), then click Continue


8. Enter your details in Outgoing Mail Security, then click Continue


9. Review Account Summary details, then click Continue


10. At Conclusion you can either Create Another Account or click on Done

: : for mac mail v3 : :

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Click here for instructions

: : for entourage 2008 : :

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Click here for instructions