Time-Saver for TM Connect in Outlook

Date: May. 10, 2012    Categories: email , links

TM Connect saves an Outlook e-mail message as a TM email record you can link to a Contact and a Matter. It is a great tool for putting your e-mails on the email tab of a Matter so that all the Matter information -- documents, people, phone calls and more -- are together on the Matter record.

But in Outlook 2010, the button is in Outlook's Add-Ins menu. You can make a TM button visible in Outlook 2010.

To add TM Connect to the Outlook Quick Access Toolbar:

• Click on the Add-Ins menu in Outlook 2010.
• Right-click on the TM Connect icon
• Choose Add Group to Quick Access Toolbar (QAT)

For us hotkey junkies, there is an even neater trick once you've added TM Connect to the QAT.

• Press Alt-4 Tab Enter

Presto, the TM email form appears. Alt-4 works if the TM icon is 4th in the QAT. If it is 5th or 6th, use Alt-5 or 6 or whatever.

In an Outlook e-mail, you can also add TM Connect to the Quick Access Toolbar by right-clicking it. Now Alt-6 (if the TM Connect button is 6th in the e-mail's QAT) brings up the TM email form directly. A tip of the hat to David Ransin (www.ransin.com) for this tip.