Manage the People Library

The People Library is like the other libraries, but with a few important extra features:

You can store contact data such as Company, Email, Phone, and Job Title.
You can import names from ACT! or from Outlook if you use either of those programs.

To use the People Library:

In the People step of the Planning Wizard, click the People Library button.
Select one or more names in the People Library, and then drag them to your list. (This adds only the names of people, not their contact data.) If the People Library contains company names but not contact names, you can drag the company name to your list.
Close the Library window.

To organize the People Library:

To show or hide a column, right-click a column heading to open a shortcut menu, and then click a column name. In the shortcut menu, a checkmark appears next to columns that are displayed in the People Library.
To sort the people in the People Library, click a column heading. For example, click the Name column heading to sort the people alphabetically by name. To reverse the sort, click the column heading again.
To move a person up or down, select the person and then click the Up Arrow or the Down Arrow button .
Click the OK button to save your changes and close the People Library.

To edit the People Library:

To edit a person's name and contact data, double-click the entry.
To add a person to the People Library, click the first blank row, press Insert, or click the Add a row button . Then type to enter the person's name and contact information. You can also select one or more items in the list, and then drag them to the People Library.
To delete an entry, select the entry and then press Delete or click the Delete a row button .
Click the OK button to save your changes and close the People Library.

Tips

Use the People Library to store names for people, teams (such as Quality control team), departments (such as Manufacturing), companies (such as Acme Widgets Corp), or even equipment (such as wheat thrasher).
Widen the People Library window to add a long entry.
Resize the columns by dragging or double-clicking a splitter bar.

After adding a person or resource to your list, you can double-click the name to edit it.
You can import contact information stored in an Outlook or ACT! (version 6, 7 or later) address book to your People Library.