Financial Advisors Productivity: Use Shortcuts and Tips

by Bill Good Marketing on May 21, 2011

Every Thursday, without fail, I read David Pogue’s consumer electronics column in the technology section of the New York Times. I rely on his wisdom in products to try, products not to try, tips, tricks, useful websites… You name it.

Thursday, May 19, 2011, he had a column, “Ins and Outs of Using Gadgetry.” This column, and another 25 tips posted on his blog, contains some wonderful shortcuts. At the end of his blog, readers chimed in with additional tips and tricks. I found about a dozen that I did not know. I copied them to a Word document and made a little cheat sheet. Some are things that speed up various processes. And there are others that enable you to do things you never even knew you could do but when you realize you could do them you get very excited.

My favorite was this one. It solves the problem of copying web text and pasting it into a Word document without all the gobbledygook characters you normally get.

“In Microsoft Word, when you paste in text from another document—say, a Web site — you may not want all the boldface, colors, fonts and other formatting from the original source. Instead of using the regular Paste command, in that case, open the Edit menu and click Paste Special. You’ll get just the text, without the fanciness.”

For people who are determined to use their computer as something more than an electric typewriter, e-mail machine and web browser, you should read this column and make your own cheat sheet. You will want to put on their items you would use.

Use the “Paste Special” command to paste the text you have copied into a Word document. That becomes your cheat sheet.

Start with the original article here

The follow-up article with lots more tips is here.

As an aside, when I am making lots of copies and then pasting them somewhere else, I like to use the Clipboard feature of Microsoft Office. You can copy up to 25 selections and then paste them all, or one at a time, into other documents.

I had to do a little bit of research to find out how to use that in a web browser. It’s quite a challenge to copy web text using either the Firefox or Chrome browsers. But if you make a little adjustment in Internet Explorer (I use version 8), it’s quite easy.

There are several short articles there. The one you want is “How to Set Security Settings to allow copying from clipboard in Internet Explorer 8.”

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