Outlook4Business Blog has moved + New Outlook Articles (on New Blog)

Our Blog has moved! We have been writing this blog for more than 2 years now and decided that it was time to move it away from Blogger to our OWN website.

You can see the new Blog at:

http://www.standss.com/blog

(You will need to subscribe to the RSS feed on the new blog to get future blog posts)

The blog has already been active for a little over two weeks. We are aiming to post 3 articles every week. The articles we have posted already include:

MARKETING WITH OUTLOOK

• Why Personalized Emails from Outlook Get Better Responses Than Bulk Emails?

• NEVER Email Merge All Your Bulk Emails From Outlook in One Big Lot!

OUTLOOK TIPS

• Outlook Calendar Problem: Reminders Showing Twice

• Get Notified When Emails You Send From Outlook Are Read Or Delivered

• Office 2010: Choosing Between 32-Bit and 64-Bit

• Outlook Calendar Tip: Marking Appointments as Complete

ADDIN TIPS

• Outlook Can Automatically File Reply Emails with the Original (as the reply is sent)

SUBSCRIBING TO THE BLOG, FACEBOOK AND TWITTER

You can subscribe to our Blog, Follow us on Twitter and become a fan of our Facebook Page by using the following links:

BLOG: Subscribe to Blog

FACEBOOK: Become a Fan

TWITTER: Follow on Twitter

I hope you find the articles on the new blog, our Twitter feeds and our Facebook Page useful.

Till next time... Have a Better Outlook.

Regards

Sanjay Singh

Showing the number of Unread Emails in an Outlook folder AND it’s subfolders

In Outlook, if a folder has any unread emails, then the folder is bold and the number of unread emails is written in brackets BUT… this only reflects the folder itself… what about emails in its subfolders?

This can be a problem if you have (for instance) a folder called Clients and subfolders under it for each client. The Clients folder will not go bold or reflect the number of unread emails in the individual client folders.

The solution to this is to use Search Folders.

If you are not sure what Search Folders are then I recommend that you scroll down and read the section titled What are Search Folders first.

How to create a Search folder to show folder and subfolder contents

• Go to your Inbox.
• Click File-New-Search Folder

If you are using more than one Outlook data file (PST or Exchange), make sure the relevant data file is selected for “Search mail in”.

• Scroll down the list and select Create a Custom Search Folder.
• Click Choose... to display the Custom Search Folder Screen.

• Enter a suitable name (e.g. All Client Folders)
• Click the Browse Button.
• Untick the main data folder from the top and just select the folder that you are interested in. Make sure that Search subfolders is ticked.
• Click Ok, click OK and click OK again to return to your Inbox.

The new Search Folder will be added to your Outlook.

This will show you all emails in your selected folders and its subfolders. You can treat it like any “real folder” in Outlook now e.g. you can change the view to show only unread email if you want.

What are Search Folders?

Search folders are NOT “real” Outlook folders. Instead they allow you to define a search on your Outlook data and then display the results back in what looks like a normal Outlook folder.

The folder will be displayed under a folder called Search Folders (as shown above).

Cool Thing #1: Once you create a Search Folder, the search is saved for you. To do the same Search in the future, you simply click on the folder representing the search which brings us to Cool Thing #2.

Cool Thing #2: You can actually treat the Search Folder like any real folder in Outlook e.g. you can apply views, change displayed columns etc.

Do you use Search Folders to solve other problems? Let us know by leaving a comment on the blog.

Regards,

Sanjay Singh

Holiday Tips, Thank You & Children’s Project

The team has had some lively debate over this email… and I’ve revised its contents twice. We wanted to make sure that we were able to convey both our enthusiasm and appreciation without sounding exploitive. So here goes…

Seasons Greetings to all our readers. This week I'd like to share some tips on using Outlook (or Word) to send out invitations, greetings and news (which we all need to do at this time of the year).

I'd also like to THANK YOU and share how this year YOUR purchases have enabled us to help many children here in Fiji.

If you'd like to go straight to the tips section, you can scroll to the end of the email… but I hope you'll take few minutes to read the following.

HELPING CHILDREN

For those of you who do not know it, our team is based in Fiji. Fiji is still a developing country and although we are blessed in many ways, there are still a lot of people who need help.

Throughout the year the whole team at Standss tries to give time and a portion of our income to community projects here in Fiji.

The charity that we work closest with is Save the Children Fiji.

This year we worked with them on several projects including a sizeable donation to their relief efforts for children affected by severe flooding in the early part of the year. This project helped provide bus fares, school lunches, uniforms and books to THOUSANDS of children in Fiji… children who otherwise may have had to drop out of the school system.

We will continue to work with Save the Children in 2010 and have already started work on a new project…

BOOKS FOR THE CHILDRENS HOSPITAL

Early this year my 4 year old son (Nirav) had to be hospitalized due to flu-related dehydration (he lost 5% of his body weight within a few hours between visits to the doctor). We were told that he needed to be put on drips and the only hospital that could do that (because of his young age) was the Children's Ward at the public hospital.

As I mentioned previously… Fiji is still a developing country. With the limited resources available, the very-hard working doctors and nurses ensured that my son (and many other children) recovered quickly.

I am very happy to say that my son was home in 2 days.

During his 2-day stay my wife and I kept Nirav entertained by reading books to him that we had got from home. I observed that a few other parents did the same. But…

Many other parents were unable to do so. Some had come from far away and others may not have had the resources to purchase books.

After my son was discharged I hoped that I would get the chance to do something for the hospital. (I am a little ashamed that I did not act sooner.. when the sense of gratitude was strongest)

Several months ago I was fortunate to meet a senior Doctor at the Ministry of Health and we discussed the possibility of setting up reading stations in the children's ward… from which parents could pick books (at no cost) to keep their children occupied and entertained as they get better.

I'm very excited to report that the project has been approved and I am meeting with senior hospital staff later today to work out how many books, shelves etc are needed.

At the minimum we plan to…

• Get several nicely colored bookshelves

• Stock the book-shelves with the appropriate number of books for children from 6 months to 10 years old

• Restock the books on a monthly basis (damaged books and books that have been taken away by children)

We will request parents to look after books and leave them for the enjoyment of other children… but if a few books find happy homes outside the hospital… that is still OK.

It is the holiday season… and we are aiming to get stage one of the project implemented BEFORE CHRISTMAS.

At this stage this project will be 100% financed by our company. This has only been made possible through the support of our customers and we'd like to say…

THANK YOU… IT IS ONLY WITH YOUR SUPPORT THAT WE ARE ABLE TO BRING JOY TO THE CHILDREN OF OUR COUNTRY.

I will keep you informed of progress on this project with more details in our Outlook Tips newsletters next year.

WHAT CAN YOU DO TO SUPPORT OUR CHARITY EFFORTS

This year….as a special Christmas Project, we will set aside $10 from each and every sale in December for our 2009-2010 Charity efforts.

READ the Tips section below… if our software can help you with your Christmas emails or faxes… please ACT NOW!

You don't need to do anything more… just continue to support our company by using our products. And if you don't like something… please let us know.

OUTLOOK TIP: HOW TO SEND OUT INVITATIONS, GREETINGS ETC

The holiday season is the time of the year when we often need to send out "mass mail" i.e. copies of the same letter, fax or email to many people… things like invitations to parties, holiday greetings or marketing/sales news.

We have put together a collection of tips on our website that lets you automate most of this using Outlook and/or Word.

Some of the tips use our own products (EmailMerge for Outlook and Fax for Word) and others need nothing more than plain old Outlook or Word.

Take a look now:

http://outlook4business.blogspot.com/2009/12/sending-out-invites-greetings.html

(If you decide on the easy way i.e. using our software, we will use $10 from every sale to help with our charity efforts for children in Fiji)

Thank you again for your continued support and we wish you all a very Merry Christmas.

Sending out Invites, Greetings & Newsletters via Email, Fax or Post

It’s almost Christmas… it’s the time of the year when we need to send out invitations, greetings and newsletters to friends and clients.

Depending on your contact list, the best way to contact your friends this year maybe using email, fax or post/hand delivery.

Most of these mailing can be considered “mass mailing” i.e. we want to send copies of the same mail to everyone… possibly customized with their name and address at most.

Microsoft Outlook and Word have some built-in features that automate this process for you. In addition we have built our own tools to further speed up and simplify the process for you.

In this post I’ll discuss both the built in free ways as well as our own addins.

How to Email out Invites, Greetings and Newsletters.

I am going to start with what I consider to be the easiest, fastest and most powerful way of doing this… our own EmailMerge PRO for Outlook.

View EmailMerge PRO on our website

We recently wrote an article in Outlook Power which takes you through EmailMerge step-by-step.

View Step-by-Step instructions for EmailMerge PRO on Outlook Power

$10 from each purchase in December will go towards our 2010 Children’s Hospital Project.

Can you do this without using our addin? Outlook can use Word to do this but it’s time consuming and not as powerful. Here’s a link to a tutorial.

How to Fax out Invites, Greetings and Newsletters.

Despite what many people will have you believe, Faxing is not dead.

In fact in terms of deliverability, it can beat email - there is almost no chance that your fax won't get delivered because of an over-zealous spam filter.

You can use Microsoft Word and the free fax printer that comes with Windows 2000/XP/Vista/7 to send out personalized faxes to your customers this year.

The Bad News: Windows Fax and MS Word don't talk easily to each other out of the box.

The Good News: Fax4Word allows you to fax merge straight from Word to the Windows Fax printer.

View more information on Fax for Word.

$10 from each purchase in December will go towards our 2010 Children’s Hospital Project.

How to Print Letters and Envelopes for Posting and Hand Delivery

Even if you will be sending paper based mail this year, technology can help you.

Here are step-by-step instructions to:

Use mail-merge in Word with Outlook data to create and print personalized letters

Use mail-merge in Word with Outlook data to print mailing labels and envelopes.

I hope you find the above information helpful in staying in touch with friends and family this year.

Thank you again for supporting our 2010 Charity Project.

URGENT Email Virus Alert

I have recently been getting a lot of emails with titles similar to:

A new setting file for the ***@*** mailbox has been released.
Or
Microsoft Outlook Notification for the ******.******@*****.be

If you received the above email or anything similar DO NOT CLICK ON THE LINK IN IT!

Turns out that the email contains a link to a file which is a Trojan that disables firewalls, steals sensitive financial data (credit card numbers, online banking login details), makes screen snapshots, downloads additional components, and provides a hacker with the remote access to the compromised system.

I did some quick research on this on the web and found the following links:
http://tinyurl.com/yk64mw3
http://tinyurl.com/yjupkfa

Short Solution… Check with your IT Administrator before downloading any file that claims to change your email settings!

Hope this post helps your computer stay safe.

QuickFile for Outlook Tip: Viewing Inbox emails only when you need them

The Inbox works as a To-Do list for most of us. Having too many emails in the Inbox can be overwhelming and distracting. You can use QuickFile PRO's Defer function to make Outlook only show emails when you actually need them.

I can show you how this works with my morning email routine. I don't want emails to take over my day so I have scheduled 10.30 am as my email processing time. BUT some emails need my immediate attention... as soon as I get into the office.

Here's what I do...

I download my emails when I get into the office. I then step through the emails one by one.

If an email needs urgent attention (sales emails), I respond. If it is something that someone else in my team can respond to, I forward it on.

Otherwise I click the Defer button (which QuickFile PRO adds to Outlook) and defer the email to 10.30 am.

The deferred emails are moved out of my Inbox... so they no longer distract me.

At my preset time of 10.30 am, my deferred emails reappear in my Inbox and I go through them in more detail.

This process (and the Defer button) ensures that urgent matters get attended to... without letting emails completely take over my morning.

How to use the Defer Button

The Defer button is added inside Outlook for you if you install QuickFile PRO for Outlook.

1. Select the email that you want to Defer.

2. Click the Defer button on the QuickFile toolbar (which is displayed inside Outlook)

3. Use the screen to enter when you want to see the email again. You can either enter an exact time (e.g. 10 am) or you can choose to look at the email after a set duration (after 30 minutes)

4. Click OK.

The email will be moved out of your Inbox (and will reappear at your set time).

Looking at Deferred Emails (before they come back to the Inbox)

If you need to look at a deferred email before it comes back to the Inbox (maybe you finished your other work or a meeting got changed):

Click the Defer button on the toolbar.

Click the Goto Deferred Emails folder link.

The Defer function has proven to be useful to many QuickFile users. Try it out today.

If you're not a QuickFile user, you can learn more about QuickFile PRO for Outlook here.

Printing Blank Calendars from Outlook

It is almost the end of August... 4 more months to the end of the year. I have been working with my team on planning our main projects for the rest of the year. The discussion process was much easier with a pencil, an eraser and a blank printed calendar for each remaining month of the year.

Here's how you can print out blank monthly calendars from Outlook.

Create a new Calendar Folder

• Go to your Inbox.
• Click File-New-Folder to display the New Folder Dialog

• Enter a suitable name (I used Temp)
• Change Folder Contains to Calendar Items
• Select a folder where you want the new Calendar to be created. (I selected the Deleted Items folder. I am only going to use this folder for printing i.e. I am not going to enter any real appointments in it)

View the new Folder

• On the main menu click Go-Folder List.
• Select the Folder from where you created it (under Deleted Items for me)
• Click File-Print

• Change the Print Style to Monthly
• Change the Date Range to the range you want to print.
• Click Preview
• Click Print

If you created the folder in the Deleted Items folder, you're done. Otherwise you need to delete the Temp calendar folder that you created.

Does this tip work for you. Do you have other better methods. Tell me what you think by leaving a comment on the blog.

How to Write Emails that Get FASTER Responses to ALL your concerns/questions

Do you find that when you send out emails, people only send partial responses? Here is a easy tip that makes it easier for the respondent to address all your concerns AND gets them to address at least some of your issues faster AND also makes it easy for you to follow up.

The Secret… make one email about one topic/project only.

Why does it make it easier to get a response to all your questions?

Most people use their emails like a To-Do list. It feels great to knock a few things off that ever-growing list. So if you send an email with too many things in it, the respondent will reply and deal with either the most important or (more likely) the easiest questions. The email is then considered dealt with… they know you’ll email him again if you really need answers to the other questions.

Why does it get them to respond to at least some of your questions faster?

Other people will look at your email and think… It will take time to answer all those questions… I’ll respond later. They may procrastinate for a long time before getting back to you.

On the other hand, if you had separate emails for each topic… you probably would have received a response to things that could have been answered immediately. (We all want to knock things off that To-Do list)

Benefit for the person you are writing to: It gives them a much better way of managing To-Do items that relate to you.

Why is it easier to follow up?

If you have a separate email for each topic and use Outlook flags, Tasks or some other method of knowing what still needs to be followed up on… it’s easier to mark topics as completed as you get responses… and you know exactly what you still need to follow up on.

It’s also easier to resend an email that has not been responded to at all (than to forward and modify a partially responded-to email)

Try out this simple tip… you’ll find a big change in responses. I have.

Do you have your own ways of getting faster and complete responses? Tell me what you think by leaving a comment on the blog.

Before I forget… we have a great productivity booster announcement next week… if you’re not part of our email newsletter (which is different from the blog newsletter), sign up at www.standss.com

STOP Getting Spammed by Your Own Email Address

Over the last few weeks I have noticed that spammers have started more and more spam email from YOUR/MY email address. The email is from YOU and also to YOU. Chances are you have your email address white-listed . Here's a little trick I use to stop these emails from getting into my Inbox.

First why would you email yourself…last week I wrote a tip on how you can stay organized by emailing yourself… that could be a reason.

Here's how you can move the spam emails out of your Inbox but still keep the real emails you have emailed yourself.

Decide on a few characters that you will type in the Subject of every email that you send yourself. Keep it simple as you want to be able to type these characters from your BlackBerry etc as well. Use something like QAZ or whatever is easy for you to type.

Any time you send yourself an email type those characters in the Subject e.g. Instead of "Pick Stuff from Supermarket", you would need to type (say) "QAZ Pick Stuff From Supermarket".

Now setup Outlook.

1. Add your own email address to the Safe Senders list in Outlook (this is probably already done)

2. Create a Rule in Outlook so that all emails from your email address get moved to your Junk Mail folder, except those with your special tag in them (QAZ in the example above)

Click Tools - Rules and Alerts
Click New Rule to display the Rules Wizard

Click Move messages from someone to a folder.
Click people or distribution list. Enter all your own email addresses in the From field and click OK.
Click specified folder. Use the screen that comes up to select the Junk E-mail folder and click OK.
Click Next
Click Next

Tick except if the subject contains specific words.
Click Specific Words. Enter the tag (QAZ in example) and click Add. Click OK

Your Rules should look something like the following:

Click Finish.

Now anytime Outlook receives an email from you, it will get moved to the Junk Emails folder, EXCEPT when they have your special tag. EASY!

Does this tip work for you. Do you have other better methods. Tell me what you think by leaving a comment on the blog.

Related Links:
Fine-Tuning Spam Filtering in Outlook

Outlook To Do Lists for the Disorganized: Use Emails instead of Tasks

Need to make sure that you get something done… EMAIL YOURSELF! This works much better for me then putting it on a Task List. Why? Like many people my Inbox acts as my real (or at least more immediate) Task List.

Here are some ways to get the most out of this super easy tip.

1. Basic Way: Just Email yourself when you need to remember to do something.

2. Need to follow up on an email that you are sending out to a client: BCC yourself on the email and a copy will end up in your Inbox.

3. From your BlackBerry or other email-enabled phone: This is my FAVOURITE. It means that I can update my To Do List from anywhere… I'm at the supermarket and remember that I need to call a client on Monday… easy… I create and send a email from my phone… and I can get back to chasing my 4 year old down the candy aisle.

Did you find this tip useful? Do you have your own creative ways of applying this tip. Leave a comment on the blog.

Other blog for this week:
Make sure the Subject of your email is right for the recipient

Use SendGuard for Outlook to avoid sending emails to the Wrong People

In my earlier post Why and how you may want to turn off Auto-Complete I wrote about how someone accidentally leaked confidential details to a New York Times reporter. If you deal with a lot of confidential information, here's another way you can make Outlook warn you when you send out emails.

SendGuard for Outlook will prompt you when you send out an email to anyone (or to selected recipients).

Assuming that you actually look at the message, instead of blindly clicking Yes, this simple prompt could save you a lot of embarrassment.

Do I use this feature myself? No.. The majority of the emails I send don't really have confidential information… I still use SendGuard for Reply and Reply/All warnings, missing attachment warnings, Subject Warnings and Clean-Up etc.

Your situation may be different if you send out a lot of confidential emails… still having the message come up for all emails may be a bit annoying.

In that case, you can also configure SendGuard to only prompt you on emails sent to particular people (for example your boss or your most important clients... or news reporters).

Go to your Inbox.
On the main menu, click Tools-Standss-SendGuard-Settings.

Select the Send Confirm tab.
Click Display message for only these email addresses.
Click Add and use the screen that comes up to add an email address. Repeat for as many addresses as you need to add .

Your criteria for choosing people to add to the list should be:

1. People whose emails must be worded correctly (e.g. important clients)
2. People to whom you don't want to accidentally send the wrong emails

Do you find this feature of SendGuard useful? Tell us what you think by leaving a comment.

Related Posts:
Why and how you may want to turn off Auto-Complete?

Why and how you may want to turn off Auto-Complete?

I like the Auto-Complete feature in Outlook. I like typing a few characters of an email address and then having Outlook give me a quick list to pick from based on the characters that I typed in. It saves me a lot of time… but it can also create problems too.

For example… a few days ago I needed to send an email to Anand Kumar… I was in a rush and accidentally picked and sent the email to Anand Singh instead… luckily for me the email did not contain any confidential information.

On the other hand, this lady wasn't so lucky...

The emailer higlighted in Lilly’s $1 Billion E-Mailstrom accidentally sent a confidential memo to a New York Times reporter (whose name was very similar to that of the intended recipient)… and they published a story on it.

http://www.portfolio.com/news-markets/top-5/2008/02/05/Eli-Lilly-E-Mail-to-New-York-Times

I have to admit… this lady had the absolute WORST luck… it's bad enough to send an email to the wrong person but what are the chances that the one email you mis-send has highly confidential information… and it ends up in the Inbox of a New York Times news reporter.

How to avoid this mistake… IF it is important enough to you.

I like Auto-Complete and I don't think the contents of most of my emails need me to take any drastic steps. However if you deal with a lot of confidential information then you may want to turn off Auto-Complete in Outlook.

On the Outlook menu, click Tools-Options.
Click the Email Options button.
Click the Advanced Email Options button.
Clear the tick next to Suggest names while completing To, CC, and BCC fields.
If you're really paranoid you may also want to clear the tick next to Automatic Name Checking.
Click OK. Click OK. Click OK.

Like I said earlier… my emails don't contain any highly confidential information and I'm happy to leave these settings on. Your situation may be different…

If you want an additional level of protection, you may also want to check out Use SendGuard for Outlook to avoid sending emails to the wrong people.

Do you have your own horror stories of mis-sent emails that you can share. Leave a comment on the blog.

Related Posts:
Outlook Auto-Complete Tips
Use SendGuard for Outlook to avoid sending emails to the Wrong People

QuickFile for Outlook Hidden Feature: Favourites

This tip is for you if you are one of the thousands of users of the latest version of our email filing tool (QuickFile for Outlook). QuickFile has a hidden feature called Favourites that users love… once they discover it.

What are QuickFile Favourites?

Whenever you need to file an email, QuickFile displays a list of recommended folders related to the sender/recipient of that particular email.

QuickFile can also display FAVOURITE folders on the same screen. Favourite folders are displayed for all emails irrespective of the sender or recipient of the email. I use Favourites for folders that I have created for Receipts, Jokes, Read later etc.

To add folders to Favourites in QuickFile.

1. Select any email in your Inbox and click the QuickFile button.
2. Right-Click over empty white space on the list as shown below and then click Add Shortcut.

3. Tick the folders you wish to add as favourites.

4. Select Favourites under “Who are the shortcuts for” as shown in the screen above and click OK.

Feedback from users regarding the Favourites feature has been very positive. Tell us what you think by leaving a comment on the blog.

Related Articles
Hidden Features in QuickFile
http://outlook4business.blogspot.com/2009/04/hidden-features-in-quickfile.html

QuickFile: How to file your emails without interrupting your work
http://outlook4business.blogspot.com/2009/04/quickfile-how-to-file-your-emails.html

Windows Key Shortcuts you need to know about

Virtually all users have keyboard with the Windows Key on it… yet (from what I have seen), most users do not use it. Here are a few keyboard shortcuts using the Windows Key that will greatly speed up your work.

What is the Windows Key?

The windows key is a key on your keyboard that looks like:

How do I use the Windows Key?

The Windows Key can be used as a FASTER way to do many of the common tasks that you would normally use a mouse for. Here are my Favourites.

[Windows Key]: Display Start menu (same as clicking on Start button)

[Windows Key] + E: Opens up Windows Explorer. This is my favourite.

[Windows Key] + L: Locks you computer (very handy when you need to leave your computer for a few minutes)

[Windows Key] + F: Brings up the Windows Find/Search screen

[Windows Key] + D: Minimizes all windows and show the desktop

[Windows Key] + D: Restores all windows back to where they were

[Windows Key] + M: Minimizes all windows

[Windows Key] + [Shift] + M: Restores all windows

[Windows Key] + [Tab]: Cycles through your open programs (using the Vista Aero interface if you have it enabled)

[Windows Key] + R: Displays the Windows Run dialog

Do you have your own favourite Windows Shortcuts that other readers would be interested in. Please share by leaving a comment on the blog.

Related Articles
Essential(?) Keyboard Shortcuts for Outlook
http://outlook4business.blogspot.com/2008/10/essential-keyboard-shortcuts-for.html

More Outlook Keyboard Shortcuts
http://outlook4business.blogspot.com/2008/10/more-outlook-keyboard-shortcuts.html

Hidden Features in QuickFile

We have literally had hundreds of emails from QuickFile users telling us how great they find the new release… and we’ve also had quite a few emails from users wanting new features added on.

Before we go any further… If you haven’t had a look at QuickFile yet, take a look at this video now. Even if you have tried QuickFile in the past, you owe it to yourself to at least see how the new version of QuickFile makes it possible to file your emails without stopping your work.

View QuickFile for Outlook Video

Back to the hidden features of QuickFile…

THE GOOD NEWS… MOST of the features requested by users are already in the current version. They’re just turned off by default… we wanted to keep the program as clean as possible for new users.

HERE’S A LIST OF SOME HIDDEN FEATURES

File Original with Reply: Chances are that when you reply to an email, you would like both the reply and the original filed in the same folder. When you reply to an email QuickFile can automatically file your original to the same folder as your reply.

Reply to an existing email and click Send so that QuickFile’s Send&File screen is displayed.

Click the Show Option hyperlink (bottom right corner of screen)


Tick the box labelled File original Received Email with Sent Email.
Click Send & File.

You can also have this box ticked by default using the Settings screen

Go to your Inbox and from the QuickFile toolbar, click More -> Settings (to display the Settings screen).


Create Tasks or Appointments from Emails: This feature is available in the trial and PRO versions of QuickFile. Extra buttons (Quick-Task and Quick-Appointment) have been added to your toolbar to allow this.

To display the buttons…

Go to your Inbox from the QuickFile toolbar and click More -> Settings (to display the Settings screen)
Click on the View tab.
Tick the boxes labelled Quick-Task and Quick-Appointment.
Click OK

Use the One-Click button to Copy (instead of move) and to go to a folder: The One-Click button has got a lot of praise from users. Here’s a few extra things you can do with it.

Click on the One Click button: Moves selected email to one-click folder
Press SHIFT and Click on the One Click button: Copies selected email to one-click folder
Press CTRL and Click on the One Click button: Opens up the one-click folder

Send&File the actual email (instead of filing a copy): We’ve setup QuickFile so that when you send and file, a copy of the email is filed and another copy remains in the Sent Items folder. This was a feature DEMANDED by many users… many users like to have a copy of all Sent emails in the Sent Items folder so they can quickly refer to it to fill in timesheets etc. BUT…

You can change the default so that your actual email gets filed out of the Sent Items folder.

Go to your Inbox and from the QuickFile toolbar, click More -> Settings (to display the Settings screen)
Select File/Move Original email to folder under When Using Send&File Button.


QuickFile has many more hidden features you can turn on and off. I hope this small list helps you get started.

Related Posts
QuickFile: How to file your emails without interrupting your work.

Report #2 on Email Management System is ready (Reader Tips)

Thank you all for the fantastic response to our first report titled:
8 Simple Tips for E-Mail Management in Microsoft Outlook

Readers have been coming back to me with very positive feedback PLUS many of you have come back with YOUR IDEAS to IMPROVE the system.

I have collected the best of these ideas and created a BONUS report that you can download from:
http://www.standss.com/t/0904/report.asp

I also have two questions for those who have tried this system.

1. Does this system work for you?
2. If NOT, what are the one or two main reason you think this system fails to serve you.

I look forward to hearing from you.

Regards
Sanjay

PS: I really would like to hear from you if this system has failed you. Send me an email to news@addins4outlook.com and tell me... what are the one or two main reasons this system fails/works for you.

PSS: Don't forget to download the new report. It may contain the one piece of information that you need to get the system working for you.
http://www.standss.com/t/0904/report.asp

Special Report: 8 Simple Tips for E-Mail Management in Microsoft Outlook

We have just completed our report titled:
8 SIMPLE TIPS FOR E-MAIL MANAGEMENT IN MICROSOFT OUTLOOK

My Inbox has been FLOODED with emails from readers who wanted to get their hands on the report... which ironically is one of the "problems" discussed in it.

This report is the result of many hours of my own research as well as a major contribution from many of you. Thank You!

Download your copy of our special report now:
http://www.standss.com/t/0904/report.asp

Regards
Sanjay

PS: Download and read the report TODAY. We’re planning a Part 2 in the next few days.
http://www.standss.com/t/0904/report.asp

Essential(?) Update for Outlook

On February 24th 2009, Microsoft released an update for Microsoft Outlook 2007. General reports indicate that this update is solving a lot of problems for users experiencing instability and speed issues with Outlook 2007.

But… this update is NOT carried out automatically if you are using Windows Updates and it is even not available for download. Instead you need to request the download from Microsoft using a form on their website.

Although I have not tested the update myself (my Outlook has been behaving very well recently), here are the most important links that I could find on this topic.

Microsoft Articles
Request and Download Outlook Update: Use links on this page to request Microsoft for the download link.

Whitepaper: Additional information for Network Administrators.

Articles on the Microsoft Outlook Team Blog
February Cumulative Update Announcement: Initial announcement

Frequently Asked Questions: Top questions, comments and concerns regarding the update

WARNING: Make sure you don't need to use Outlook immediately after installing the update. Your Outlook data files will be converted the first time you open Outlook. This may take a few hours if you have a lot of data.

Did the update work for you?
If you download and install the update, please let us know of its effects by leaving a comment on the blog.

Marking Outlook Appointments as Complete

A reader asked me if there was anyway in Outlook to mark appointments as complete... this is available for Tasks so it should be fairly safe to assume that there must be an easy way to do the same for appointments/calendar items. It turns out there is no built-in way to do this but here's a work-around you can use instead.

There is an easy way to change the color of individual appointment items in Outlook. I use this trick to make my completed appointment Red (you can use any color you want).

Here's how you can do the same...

If you are using Outlook 2007 (scroll down for earlier versions of Outlook)....

The color of appointment items in Outlook 2007 is controlled using categories.

First... let's create a category to mean Complete.

Go to your Calendar.
Right-Click over any existing appointment.
Click Categorize and then click All Categories.
Click the New button.
Enter a name for the category (I used the word Complete), choose a Color and click OK.
Click OK again to return to the Calendar screen.

The appointment you had right-clicked over should now be colored. If this appointment is actually not completed, you can clear the color by...

Right-click over the calendar item.
Click Categorize and click on the Complete category again (or click on Clear All Categories).

To mark another appointment on your calendar as complete.

Right-click over the calendar item.
Click Category and select the category of your choice (the Complete category).

If you are using Outlook 2003 or earlier....

The color of appointment items in Outlook 2003 (or earlier) is controlled with labels. Outlook comes with a default set of 10 labels (each of a different color) and you can also create your own.

First... let's change one of the labels to mean Complete.

Go to the Calendar folder.
On the menu at the top, click Edit-Label
Edit the label text as needed (I have changed my Red label to Complete)

Now... to mark an appointment on your calendar as complete..

Right-click over the calendar item.
Click Label and select the label of your choice.

Easy!

This little technique makes it simple to see which appointments have been completed and which ones still need your attention. You can also use the same technique to color code different types of appointments for quick visual reference.

Did you like this article? Do you have suggestions to improve this technique?... Please leave a comment on the blog.

Related Articles
Color Coded Emails In Your Inbox
Let Outlook Highlight Important Emails

QUICK & EASY EMAIL SORTING

Do you have folders with huge lists of emails in them? Here is a quick easy way to find particular emails by sorting your emails anyway you want.

This tip is particularly useful if (like my mum) you keep all your emails in your Inbox and Sent Items folders and you suddenly find that your emails are not being displayed in the order you are used to.

This tip is super easy… all you need to know how to do is click with the mouse.
Go to your Inbox (or any other email folder that you wish to sort). Do you see a list of column titles at the top (with labels like From, Subject, Received)

To sort by the Received date, click on the Received column title (as shown above).

You will notice a little arrow next to the Received column title in the screen above. This indicates that the email list is sorted by the Received column.

The arrow pointing downward means that the list is sort in descending order i.e. the newest emails are at the top of the list and the oldest are at the bottom (for other fields it means that it will sort from Z to A).

The arrow pointing upward means that the list is sort in ascending order i.e. the oldest emails are at the top of the list and the newest are at the bottom (for other fields it means that it will sort from A to Z).

To make a list sort by a different column, simply click on the title of the column you wish to sort by.

To change the way a list is sorted (i.e. change from ascending to descending), click on the title of the column again.

In summary… to sort, click on the column title!

If you find this post useful, please leave a comment on the blog.

Other Articles of Interest:

Color Coded Emails In Your Inbox