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Microsoft Outlook 2010 : Viewing Message Participant Information

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6/8/2012 6:23:21 PM
After you receive a message (or after Outlook validates a recipient's name in a message that you're sending), you can easily display contact information and a history of your communications with that person.

Presence Icons

If presence information is available, a square presence icon appears to the left of each message participant's name. The presence icon (more casually referred to as a jelly bean) is color-coded to indicate the availability or online status of the message participant, as follows:

  • Green indicates that the message recipient is available.

  • Red indicates that the message recipient is busy.

  • Orange indicates that the message recipient is away.

  • White indicates that the message recipient is offline.

Tip

This set of presence icons is used in Outlook, Windows Live Messenger, and Microsoft Office Communicator to provide a consistent user experience.

Depending on the environment, Outlook uses presence information from Office Communications Server or from Windows Live Messenger.

Contact Cards

Pointing to a presence icon displays an interactive contact card of information that includes options for contacting the person by e-mail, instant message, or telephone; for scheduling a meeting; and for working with the person's contact record.

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Pinning the contact card keeps it open even if you send or close the e-mail message.

Clicking the Expand Contact Card button displays a more extensive range of information and interaction options.

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From the expanded contact card, you can view the contact's position within the organization and which distribution lists he or she is a member of.

Tip

A distribution list is a membership group created through Exchange and available from an organization's Global Address List. You can't create distribution lists, but you can create contact groups, which are membership groups saved in the Outlook Contacts module. 

Clicking any of the blue links initiates contact with the person through the stored telephone number or e-mail address, initiates a meeting request, or, if the person is in your address book, opens his or her contact record.

When available, the Organization tab displays information about the contact's manager and direct reports. The Member Of tab displays information about distribution lists the contact is a member of. This information is available only for Exchange accounts.

The People Pane

The People Pane at the bottom of the message window displays extensive information about your previous communications with each message participant.

In its collapsed state, the People Pane displays small thumbnails representing each message participant. If a person's contact record includes a photograph, the photo appears in the People Pane. If no photograph is available, a silhouette of one person represents an individual message participant, and a silhouette of three people represents a distribution list.

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The collapsed People Pane.

You can expand the People Pane either by clicking the Expand button at the right end of the pane or by dragging the horizontal bar that appears at the top of the pane. The People Pane can occupy only a certain percentage of the message window, so the amount you can manually adjust the height of the People Pane is dependent on the height of the message window.

In its expanded state, the People Pane displays either large thumbnails or a tabbed breakdown of communications for each message participant.

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The simple view of the expanded People Pane.

You can switch between the simple view and the detailed view by clicking the Toggle button located near the right end of the expanded People Pane header.

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The detailed view of the expanded People Pane for messages in an Exchange account. Click Add to set up a connection from Outlook to an online social network.

The All Items tab of the detailed view displays all your recent communications with the selected person. If you're looking for a specific item, such as a meeting request or a document attached to a message, you can filter the item list by clicking any of the tabs to the left of the list.

Tip

The detailed People Pane is available for all types of e-mail accounts. The images in this book depict the People Pane for an Exchange account. The People Pane for a POP3 account is identical except that the tabs are labeled with icons only rather than icons and words.

Troubleshooting the People Pane

When working with an Exchange account, you can display the People Pane in detailed view only if the Cached Exchange Mode feature is enabled. If the Toggle button isn't visible in the expanded People Pane when you're viewing an Exchange account message, the likely problem is that Cached Exchange Mode is not enabled.

To enable Cached Exchange Mode, follow these steps:

  1. In the Backstage view of the Outlook program window, click Account Settings, and then in the list that appears, click Account Settings.

  2. On the E-mail page of the Account Settings dialog box, click your Exchange account, and then click Change.

  3. On the Server Settings page of the Change Account wizard, select the Use Cached Exchange Mode check box, click Next, and then on the wizard's final page, click Finish.

The Toggle button should now be visible in the header of the expanded People Pane.

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