Monthly Archives: July 2012


Email Notes Addin: A unique note on each email

By standss - Comments ( 0 ) Thursday, July 19th, 2012

Last week we showed you how Email Notes allows you to add the same note to different emails related to the same conversation/project.

A few readers wrote back asking if it was possible to add a separate note to each email. Yes you can.

Say for example you received a request for a quotation from a prospect. You send an email and make some notes for your future reference like a list of your next action or to-do list.

When the prospect responds and you select the email in your Inbox, you will automatically get a prompt to link the existing note to this email (as shown below).

Users love this feature as it means that your notes magically appear instead of you having to go look for them but… there may be situations where you do not want to add the existing note to the email.

 Email Note: Auto-link Prompt

  • If you want to attach the same note, click YES
    Note: After you link an existing note, you can continue to add more information to it which will automatically save and show up in future emails
  • If you want to add a completely different set of information, click NO

The existing note will NOT be attached to your email. Instead you will see a blank note next to your email where you can type anything you want…

Tip: In future if you wish to easily find all the different notes and emails related to a conversation/project, you can TAG your notes by entering keywords like the Project Name, Customer/Prospect Name etc. This will group all the notes and emails together and show up on one screen… (More on this in a future post).

If you still haven’t tried the new Email Notes addin, you can download a fully functional 30 day trial of Email Notes from our website.

For existing users of the older version of Email Notes, you can learn more about whats new in EmailNotes version 2 by going to our website.

Let us know what you think about the new Email Notes by leaving a comment below.

Email Note Auto-Linking: Same Note on Emails which are part of the same Conversation/Project

By standss - Comments ( 1 ) Thursday, July 12th, 2012

Attach Notes

In this post we show you how a new feature of Email Notes for Outlook turns your Outlook into a mini-project management, CRM/Sales or Customer management tool.

Email Notes for Outlook version 2 (by default) displays the SAME note on ALL emails that are part of a conversation or project (the artificial intelligence built into Email Notes will automatically link the note to related emails it finds).

Why are users finding this feature useful?

It means that you can SEE all the relevant information for a conversation or topic irrespective of which email you are looking at (in previous versions of Email Notes, you would have to find a specific email to see notes).

How can you use this?

This is easiest to illustrate with the following scenarios…

Customer Support: You receive an email requesting for support. You reply to the email requesting for more information. You also use Email Notes to add a reminder to yourself about possible solutions. Your customer replies two days later… as soon as you click on the customer’s email, your notes magically appear beside the email.

email note screen

Sales: You receive an email from a prospect requesting for a quote. You respond to the email with the information requested. You do some research on the prospect and note down details directly beside the email… including a link to their website. The next day, the prospect calls you… while on the phone, you quickly find an email from the client… and you see not only the email but all your research notes.

Its ability to keep all your information in one place (your notes) and make it available to you inside of Outlook… right next to the email you are working on! is possible because of the Artificial Intelligence built-in to Email Notes…

How this works?

In most cases, Email Notes will automatically find existing notes for emails. In the event that there is more than one note that may be relevant, Email Notes will prompt you to link to the correct note.

Feedback from users on this new feature has been very encouraging as they’re finding that it eliminates the need for “you to find your notes” instead “the notes find you” and show up where they are needed… right beside your email.

If you still haven’t tried the new Email Notes, you can download a fully functional 30 day trial from our website.

For existing users of the older version of EmailNotes, you can learn more about whats new in EmailNotes version 2 by going to our website.

Let us know what you think about the new Email Notes by leaving a comment below.

Related Post

Email Notes Addin: A unique note on each email

Main for post sendguard

Search Blog

Archives