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Archive for Outlook as a Business Tool

Do you get frustrated receiving messages like “Your mailbox is over its size limit…”

Here is a simple yet very handy tip which allows you to find large emails in your mailbox (which of course are taking up a lot of space) quickly, take quick actions on them i.e. either move or delete.

Finding, Moving/Deleting large emails

Follow these simple steps to find the large emails:

  • In Outlook 2007/2003, Click on the Tools menu > Find > Advanced Find
    In Outlook 2010, click once on the Search box, this should now show the Search Tools tab, under this you will find Search Tools > Advanced Find. For those who prefer using shortcut keys, press CTRL+SHIFT+F to open the Advanced Find screen (Applicable to all three versions of outlook)
  • On the Advanced Find screen, click on the More Choices tab
  • At the bottom of the screen you will see Size (kilobytes). In the first drop-down menu, select greater than, in the next box enter the size for example 1000 for 1MB.
  • Click Find Now. This will now search your mailbox for all emails that meet the criteria and provide you a list at the bottom of the screen.
  • You can now browse through this list.
    • To delete an email, simple right-click on it and click Delete.
    • To Move an email, right-click on the email and click Move to Folder…, use the pop-up screen to select the folder you wish to move the email.

I hope you find this tip useful.

Do you have your own ways of keeping your mailbox size smaller, let us know by leaving a comment below.

Related Post:

Human-Friendly Power Searches in Outlook 2007/2010

Better Search with Microsoft Outlook

Take Control of your Outlook Inbox (Not the other way around)

Thursday, March 22nd, 2012

Getting overwhelmed with the numbers of emails in your inbox everyday? Do you feel overpowered by the emails in your inbox?

Stop for a second and think, does every email need my immediate attention? The answer might just be NO.

I have seen clients with hundreds and even thousands of e-mails in their Inboxes. Their Inbox is a massive filing cabinet and action-list rolled into one.

Your Inbox needs to be used like a To-Do list. It should contain only the e-mails that you still need to read or take action on.

After reading any e-mail:

  • Keep it in the Inbox if you still need to take action on it
  • File it OUT of the Inbox into another folder if you need it for future reference
  • Delete it if you don’t need it for future reference

Once you get into the habit of doing this, you will be amazed at what a useful tool your Inbox will suddenly become.

Don’t use the Deleted Items folder for filing old e-mails

Some users take control of their Inbox by Deleting the e-mails so that they end up in the Deleted Items folder.

They are using Outlook’s built in Trash Can to store their important e-mails???

Please don’t do this!

It is very easy to accidentally clear out your Deleted Items folder and lose all your e-mails. In fact there are automated tools that do this for you to reclaim space on your hard-disk.

Delete item’s that you don’t want to keep! File your important e-mails in project folders created inside Outlook!

Get started NOW with a “Still to File” folder

If you have hundreds of e-mails sitting in your Inbox, here is a quick way to get started.

  • Create a folder inside your Inbox and call it “Still to File”. (Right Click on your Inbox and click New Folder)
  • Drag all e-mails that you have already worked on out of the Inbox into this new folder.

You will now only have e-mails in the Inbox that still need your attention.

Doesn’t it feel good to be able to easily see only your still-to-action e-mails in one place?

When you get a bit of time, remember to clear out the e-mails from the Still To File folder into dedicated folders for each project or case that you are working on.

Tip 4 in our e-book shows you how to create a Project based E-mail Filing System in Outlook…
Click Here to download your own copy of the special report.

Move E-mails out of your Inbox at the click of a button

You can greatly reduce the time it takes to clear your Inbox while increasing the chances that your e-mails are filed in the correct folders using a special Outlook add-on…

QuickFile  for Outlook is an inexpensive user-friendly Outlook add-on that greatly simplifies the filing of e-mails to the correct folders.

Find out more about how QuickFile can simplify your e-mail filing by Clicking Here.

There is a fully functional demo version that you can download and try out for yourself.

Do you have your own ways to take control of your Inbox, let us know by leaving a comment below.

Changing the Font of Email Notes in Outlook

Thursday, March 15th, 2012

Don’t like the font of your email notes in Outlook? Here’s a quick tip on how to change it.

Yesterday we received a feedback from an existing Email Notes for Outlook user:

“…my biggest complaint is that I do not like the typeface on Email Notes.”

We chose the default font because it looks (a little) like hand written notes but several users have told us that they don’t like it.

I suspect that there many users who have been “putting up” with our font selection. Here’s how you can change the font to something you like.

  • Start Outlook
  • On the EmailNotes Toolbar/Ribbon > click More > Click Settings…

Email notes settings screen

  • On the Settings screen as shown above, you can select the Font, the Font-size and the default color of the note you wish to use. (You can see a preview of your selections just below it)
  • Click OK

Alternatively, you can access the Settings straight from the Notes screen:

  • Select a email you want to add notes too > click on the Add Notes button on the EmailNotes toolbar/Ribbon

Emailnotes settings from notes

  • Right-click anywhere on the notes screen > select EmailNotes Settings
  • Make the changes as preferred and click OK

These settings will now be applied to all the notes that you create.

If you haven’t tried Email Notes for Outlook yet, you can download a fully functional 30 day trial of Email Notes for Outlook here.

If you are an existing Email Notes user and have any suggestions or ideas to further improve EmailNotes, please let us know by leaving a comment below or email us at news@addins4outlook.com

Related Posts

Let Outlook colour special emails (for example emails with notes)

Customer Story: How I use Email Notes for Outlook in my business

Ingredients for Effective Email Marketing Campaigns

Friday, March 9th, 2012

Don’t be fooled by people who say email marketing is dead! Email Marketing has been around for years and whatever the speculations by online markets that social media is the new path to take, email marketing still achieves superior results when compared to most other forms of marketing (including social media)

But you cannot expect your Email Marketing Campaigns to just work, you cannot just sit down one fine morning and decide to send a blast email out to your list and expecting it to achieve your goal (sales, more opt-in).

Unless you do it properly, you might just frustrate your readers and burn your list.

Here are some key ingredients that separate a successful campaign from an unsuccessful one:

Ingredient #1: Plan your Email Marketing Campaign

A successful campaign needs to be planned well in advance, you need to decide on a few key things:

  • Why are you sending this email?
  • What actions (if any) you want your readers to take?
  • Who you will be targeting the email to?

Answering some of this key questions will help you plan the content of your email and provide relevant information to the right people.

Ingredient #2: KNOW why you are writing the email… What is in it for the reader? What is in it for you… what do you want the reader to do?

Why are you writing a particular email… Is it to inform the customer of a new product… is to inform them of a promotion you are running?

Is there something you want the customer to do… maybe click on a link… or call you… or download a file?

If you want your customers or prospects to do something then ask them to do it… they can’t read your mind! (You’d be surprised what a difference in conversion rates this simple tip will make)

Ingredient #3: Segment Your Customers and Prospects (or you could end up losing sales)

Not everyone in your list of customers and prospects are interested in everything you sell. Try and group them into different segments… and then send different emails based on the needs of each group.

Outlook has a very powerful feature called Categories that you can use to segment your contacts. Unfortunately it is not as easy as it could be to do email merges with this!

Ingredient #4: Write your Emails in a way that gets into their Inbox (and not Junk Emails) folder.

As much as possible, try to avoid the use of words such as “Free” in your Subject line. Try to keep your email subject simple yet informative.

We often get asked by prospective customers if our Email Merge for Outlook can guarantee that their emails end up in Inboxes instead of Junk Mail folders.

Email Merge does many things to improve your chances of staying out of SPAM folders but guess what… if your email is basically spam then chances are it will be blocked.

Are there tools available for Email Marketing?

Yes, there are online email marketing services that you can use but these generally incur monthly fees and are more applicable if you have larger lists.

If you have a small list and you would like to do your email marketing directly from Outlook, then you may want to look at Email Merge PRO for Outlook.

EmailMerge Pro lets you send out your emails directly from Outlook, it can personalize each email and it can even maintain different marketing lists for you (making it easy to segment your list).

Do you have your own special ingredients for a effective email marketing campaign? Share it with us and our readers by leaving a comment below.

Do you occasionally receive emails that were accidentally sent to you (maybe because your email address is very similar to someone else)? What should you do when this happens… and how can you avoid making this mistake yourself.

I recently saw an article on LifeHacker on this topic. Their recommendations were as follows.

  1. You’re not actually ethically bound to do anything.
  2. Forward it. Don’t Delete it. Their recommendation is to forward it to the intended recipient and CC the sender (I recommend something different below)

My Recommendation

My preferred method for dealing with these emails is to, REPLY TO THE SENDER and let them know that they accidentally sent you the email. I do this because:

  1. It makes the sender aware of the mistake so they’ll be more careful in the future.
  2. The intended recipient is not aware that someone else received the email. This may be important if the sender is a good friend and the email contained confidential information (a lawyer friend once sent information to me that was meant for someone else… there was nothing confidential in that email but the next time there may have been).

How to avoid making this mistake yourself

This mistake is very easy to make if you’re a Microsoft Outlook user. Outlook has an Auto-complete feature that completes email addresses as you type them in the To, CC or Bcc fields of emails. It is very easy to accidentally pick the wrong email address from this list.

We have covered how you can protect yourself in the past in:

Preventing Disasters caused by Outlook’s Autocomplete feature

For additional protection you may also want to look at Send Guard for Outlook which can prompt you for confirmation before any emails are sent out.

SendGuard Send Confirm screen

The prompt has the recipient’s name which can serve as an additional warning. (SendGuard users… you can turn this on using the Settings Screen and selecting the Send Confirm tab)

What do you do when you get misdirected emails? Do you forward it or reply… do you delete? Please share your own ideas by leaving a comment.

Import Contacts from CSV File into Outlook

Thursday, March 1st, 2012

In the last post, we showed you how you can Export your Outlook Contacts to a CSV file to easily transfer your details to another program.

Following this, a lot of readers wrote to us and asked, How can you import contacts from a CSV file into Outlook. So we decided to do a post on this.

Steps to Import Contacts from CSV to Outlook

  • Start Outlook
  • In Outlook 2010, click File > Options > click on Advanced form the left pane > Scroll down and click on the Export button
    For Outlook 2007/2003, On the main menu Select File > Import and Export…
  • Select Import from another program or file and click Next >
  • Select Comma Separated Values (Windows) and click Next >
  • Use the Browse… button to select the required file.
  • Under Options, choose Do not import duplicate items. (you can use any options you want)
  • Click Next >
  • Select the Outlook folder you want to import the contacts to. This will usually be your Contacts folder and then click Next >
  • Click Map Custom Fields…
  • Ensure that all columns in your CSV file are mapped to a related Outlook address book field. You can also create new mappings by dragging the column title to the desired field. Any previous mapping of the same column will be replaced with the new.
  • Click OK.
  • Click Finish.

This should now import all your contact details from CSV to Outlook Contacts.

Did you find this tip useful? Let us know by leaving a comment below

Export Outlook Contacts to a CSV File

Tuesday, February 28th, 2012

Normally if we change programs, we would love to ensure that all our data is easily transferred from one computer to another.

This tip shows how easily you can Export all your contact details from Outlook into a CSV file which you can then use to import your contact details into other programs which usually support CSV files.

Steps to Export Outlook Contacts to CSV

  • Start Outlook
  • In Outlook 2010, click File > Options > click on Advanced form the left pane > Scroll down and click on the Export button
    For Outlook 2007/2003, On the main menu Click File > Import and Export…
  • Click Export to a file > click Next >
  • Select Comma Separated Values (Windows) > click Next >
  • Use the next screen to Highlight the Contacts folder and click Next >
  • Click the Browse… button to specify a location and file name for the exported contacts.
  • Click Next >
  • Click Finish.

This should now save all your contact details in the CSV file which can be used to import your contacts to any other program that supports CSV.

Did you find this tip useful? Let us know by leaving a comment below

Outlook Tip: Add Attachment to Email using Drag and Drop

Thursday, February 23rd, 2012

Adding attachments to email is no big deal, even beginners would know how to do this (Click on the Attachment button and browsing the file).

But the problem with this method is that there is a possibility you might forget to add the attachment to the email. Why?

Because we send hundreds of emails in a day (not all require an attachment), the most obvious sequences of steps are, open a blank email > enter the email address > subject > content > and then click Send.

If an email needs an attachment, it would likely be the last thing you will add and so there is chances you will miss it. Which means you will again have to send another email with the attachment wasting your time and maybe annoying your clients/customers.

Here is how you can use Drag and Drop to add an attachment to the email first and then enter the other details

  • Open Outlook
  • Click on the Inbox
  • Go to the location where you have saved the file you wish to attach
  • Drag and Drop the file in the Inbox.

This will now open a blank email with the attachment added. You can now enter the email address, subject (this will be the same as the name of the attachment but you can always change it), enter the content and click Send. Simple and Safe!

For those who still prefer the traditional method of adding attachment, you can try SendGuard for Outlook. This simple Outlook addin automatically prompts you if it feels that an email is missing an attachment. You can focus on the more important stuff like the email content while this outlook add on runs in the background and protects you when needed.

Did you find this tip useful? Let us know by leaving a comment below

Related Post

Your Personal Email Security Guard in Outlook

Outlook Search Tips Revisited

Thursday, February 16th, 2012

I set down last night to find out what were the most common problems that readers of our Outlook blog were trying to solve. I noticed that many visitors were looking for solutions to Outlook search problems or how they could use the outlook search features better.

So I thought, as part of today’s post, I will revisit some of the post related to search in Outlook.

Fixing Search Problems in Outlook 2007 and Outlook 2010

The Search functionality in Outlook 2007 and Outlook 2010 is great… unless it is not working. Most of the time rebuilding the search index clears up the problems. Unfortunately it isn’t obvious, at least not from inside Outlook, how you can do this.
Check out this post to learn How to Rebuild the Search Indexes.

Make Outlook 2007/2010 search ALL folders instead of just the current folder

Outlook (by default) searches emails in the current folder you are in. The Search results also come up with a link at the bottom to “Try Searching all Mail Items”. I find myself ALWAYS clicking on the Search All link as I rarely bother to move to the relevant folder first.
This post shows how you can force Outlook to search all mail items by default

Human-Friendly Power Searches in Outlook 2007/2010

Do you find Outlook search to be to complex, not so human-friendly. Did you know that Outlook let’s you refine your searches using human friendly English words?
This post shows you how easy, human-friendly and powerful Outlook search is.

We hope that these tips help you use Outlook search better. If you have your own Search tips, please share it with other readers by leaving a comment.

Outlook Calendar Tip: Archive old Calendar Appointments

Thursday, February 9th, 2012

If you are using Outlook Calendar to schedule your appointments/meeting, this tip will be very handy for you.

I’m sure there are others like me who use the calendar to schedule several appointments in a day, and while we are so busy with our work, who would have the time to delete all the older appointment information to keep the size of our Outlook datafile smaller.

Solution?

Setup the AutoArchive option in Outlook so that all your older appointment information which you no longer need moves to a different datafile.

How?

Here’s how you can setup the AutoArchive options:

  • From your folder list, right-click on the Calender folder for which you want to set AutoArchive > Properties
  • Click on the AutoArchive tab

    auto_archive_options

  • Click on the Default Archive Settings button. On the screen that opens, set the AutoArchive options to your preference and click OK.
  • Alternatively, you can select “Archive this folder using these settings” to enter the settings you want to use.
  • Click Apply and then OK

Now based on your settings above, Outlook will archive your calendar items which in turn will keep your Outlook datafile smaller thus less chances of it slowing down or crashing.

Did you find this tip useful? Let us know by leaving a comment below.

Related Posts

Are You Backing Up Your Outlook Data File (it is NOT in your Documents folder)?

How to maintain Outlook data (PST) Files

 
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