Monthly Archives: September 2017


QuickFile for Outlook Update for Usability (& NetDocuments)

By standss - Comments ( 0 ) Tuesday, September 26th, 2017

QuickFile for Outlook has been updated with two important tweaks that make filing and managing emails in Outlook even easier. Both these updates are based on user suggestions.

Find out why QuickFile for Outlook is used by thousands of firms for filing, finding and organizing emails.

#1 Sticky Columns Widths

The QuickFile (and Find & Goto Folder) screen shows you folder names and the paths of folders as shown below.
QuickFile For Outlook
It has always been possible to see more or less by dragging to increase or decrease the size of the column on the screen but…

A user with longer folder names requested that the column widths be sticky i.e. QuickFile remember the column width from the last time i.e. when the QuickFile screen opens, the column widths automatically resize to what you set them to the last time instead of going back to the default widths.

This has been implemented in the new version and feedback has been very positive.

And in case you want to go back to default column widths, simply right click on the screen and click Reset Column Size.

#2 Icons to indicate mapped NetDocuments folders

Many QuickFile for Outlook users are also users of the NetDocuments document management system.

We created MailSync for NetDocuments and Outlook to allow them to continue to file emails into Outlook and still have the emails copied over to NetDocuments.

The new version of QuickFile clearly shows which of your Outlook folders are mapped up to NetDocuments using MailSync (emails in mapped folders are automatically profiled and copies over to the correct workspace in NetDocuments).

You can see this in the screenshot above where the BLUE and RED folders are mapped back to NetDocuments (the RED folders are mapped privately so that only you can see the emails in NetDocuments).

This is a free update for existing users of QuickFile Version 5.x. Simply download and install the trial version and it will automatically use your existing license information from the computer.

And if you haven’t tried QuickFile yet, you can download 30 day trial of QuickFile for Outlook to see how you can file 90% of inbox emails at the click of one button, and send and file outgoing emails in one step.

sale

How To Send Merged Emails In the ‘To’ & ‘CC/BCC’ Field in Outlook

By standss - Comments ( 0 ) Thursday, September 14th, 2017

Do you need to send personalized emails using the ‘To’ as well as ‘CC’ or ‘BCC’ fields in Microsoft Outlook?

In this post, we will look at why this feature is useful and how it can be used with Standss Email Merge Pro.

Why is it Useful?

The usefulness of this is when you need to send a copy of the same email to two or more people in the same company. This feature is not limited to one business or industry and some scenarios where it can be used includes:

  • For sending event reminders via email to the attendees, while also including their assistants as a CC.
  • Sending copies of statements to clients, while also listing their accounts manager as a CC for businesses.
  • For schools, sending email newsletters the one parent and including the other parent as a CC as well.

In all these examples the To and CC field are related to each other i.e. there could be a different CC email address for each person you are emailing.

Before I show you how to do this in Outlook, you may be wondering…

‘Why not just send each person a separate copy of the same email?’

The main reasons for this is that you want all recipients to be aware that the others have also received the email. They can now also do Reply-All on the email your sent to start a conversation if they need to.

Setting Up Your List

The first thing you need to do is to setup a list that contains the email address you want to use in the ‘To’ field and also the email address(es) for the CC field.

For this example, I am assuming that your list is in Microsoft Excel similar to the one that I have shown below:

blog 2

Note:

  • The To field (in this case the Customer Name) can only contain ONE email address.
  • The CC field can contain multiple email addresses separated by comas or semi-colons as shown for Jane Doe above.

Merge and Send the Emails

Now it’s time to send out the emails. While there is no built-in way in Outlook to do this, you can easily do this if you are using the Standss Outlook add-in Email Merge Pro for Outlook.

Start Outlook

Click the Email Merge Wizard button. The Wizard will guide you to creating your email and to choosing the Excel file as your data source.

When you come to the following screen, click the Select field’s hyperlink.

blog 1

Click CC/BCC and then select the field that your CC email address is in.

Click OK to return to the Wizard.

Follow the rests of the steps of the Wizard to send out the email.

Email Merge will create a separate email for each person, with the correct file attached to each one.

Our customers have used Email Merge to increase sales and to provide better support to their customers. Please share your own ideas in the comments below.

Related articles:

You can use this with our earlier article on setup your spreadsheet to email merge a different attachment to each person in Outlook.

Untitled-4

Categories : EmailMerge for Outlook, Outlook Email Tips Comments ( 0 )

2017 NFL Season Schedules For Outlook Calendar’s

By standss - Comments ( 0 ) Monday, September 4th, 2017
NFL Season

 
For all you NFL fans out there, it’s that time of the year again! Get ready to gear-up with your favorite team jersey/ hat/ cheering gear and plan in advance with friends and families to enjoy the games from the comfort of your own home or in the middle of all the action at the venues.

The start of the season kicks of on Thursday, 7th of September with the Kansas City Chiefs against the New England Patriots at the Gillette stadium in Foxborough, Massachusetts. The season will end with the Super Bowl LII Championship Game on Sunday, February 4th 2018, at the U.S. Bank Stadium in Minneapolis, Minnesota.

Download your favorite team’s schedule and link it into Outlook so you don’t miss out on any of their matches.

1. Click on the links below to download your team’s schedules and link them to your Outlook calendar:

Arizona Cardinals Download Schedule in Outlook
Atlanta Falcons Download Schedule in Outlook
Baltimore Ravens Download Schedule in Outlook
Buffalo Bills Download Schedule in Outlook
Carolina Panthers Download Schedule in Outlook
Chicago Bears Download Schedule in Outlook
Cincinnati Bengals Download Schedule in Outlook
Cleveland Browns Download Schedule in Outlook
Dallas Cowboys Download Schedule in Outlook
Denver Broncos Download Schedule in Outlook
Detroit Lions Download Schedule in Outlook
Green Bay Packers Download Schedule in Outlook
Houston Texans Download Schedule in Outlook
Indianapolis Colts Download Schedule in Outlook
Jacksonville Jaguars Download Schedule in Outlook
Kansas City Chiefs Download Schedule in Outlook
Los Angeles Rams Download Schedule in Outlook
Los Angeles Chargers Download Schedule in Outlook
Miami Dolphins Download Schedule in Outlook
Minnesota Vikings Download Schedule in Outlook
New England Patriots Download Schedule in Outlook
New Orleans Saints Download Schedule in Outlook
New York Giants Download Schedule in Outlook
New York Jets Download Schedule in Outlook
Oakland Raiders Download Schedule in Outlook
Philadelphia Eagles Download Schedule in Outlook
Pittsburgh Steelers Download Schedule in Outlook
San Francisco 49ers Download Schedule in Outlook
Seattle Seahawks Download Schedule in Outlook
Tampa Bay Buccaneers Download Schedule in Outlook
Tennessee Titans Download Schedule in Outlook
Washington Redskins Download Schedule in Outlook

 

2. Once you are on your favorite teams Schedule Page, Click on “Add to Calendar” and a pop up screen opens up.

Page
 

3. At the “Add to Calendar” section, click on “Outlook” to download the Web Calendar, once you have done this, another prompt will appear, requesting you to Click on “Open URL: Outlook Add…ernet Calendar?”

pop up
 

4. Outlook prompts you with “Add this Internet Calendar to Outlook and Subscribe to Updates?” click on “Yes” to simply add the calendar to your Outlook.

Prompt
 

5. The times for all the games will now be in your Outlook calendar.

Outlook
 

All you need to do now is stock up on some chilled Beers, snacks and enjoy the game.

May the best team win!

Categories : Outlook Calendar Tip, Sports Comments ( 0 )

Search Blog

Archives