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Strategies for Outlook Sent Items Emails

Thursday, November 10th, 2011

There are four things that we can do with emails sent from Outlook: 1) leave them in the Sent Items folder 2) Delete them 3) File them to another folder or 4) Leave a copy in the Sent Items folder and file a copy in another folder.

Here is how QuickFile for Outlook users can do all of these things almost automatically.

QuickFile for Outlook displays the Send&File screen every time you send out an email (i.e. the screen is displayed when you click Send).

Send and File screen

To leave the email in the Sent Items folder:
Click Send Only on QuickFile’s Send&File screen.

If you don’t want this prompt to be displayed (i.e. you want all sent emails to simply stay in the Sent Items folder), you can change the settings .

  • On the QuickFile Toolbar/Ribbon > Click More > Settings…
  • Under the General tab, you will find the option “Action to take when Send clicked
  • From the Drop-down menu, select Do Normal Send
  • Click OK

To delete the email after it is sent (i.e. you do not want a copy in the Sent Items folder or in any other folder)

Click Send & Delete when QuickFile for Outlook displays the Send&File screen.

To file the sent email into another folder and leave a copy in the Sent Items folder:

  • On the Send & File screen, select the folder to which you want to file a copy of the email
  • Click on the Show Options >> link on the bottom right corner of the screen
  • Select the option “File a COPY of email
  • Click Send & File button

If you normally want to file emails this way, you can change the relevant setting on the QuickFile settings screen.

  • On the QuickFile Toolbar/Ribbon > Click More > Settings…
  • Under the General tab, go to the section “Action to take upon Button Click
  • From the Drop-down list for Send & File:, select File a copy of email to folder
  • Click OK

To file the sent email out of the Sent Items folder and into another folder:

  • On the Send & File screen, select the folder to which you want to file the email
  • Click on the Show Options >> link on the bottom right corner of the screen
  • Select the option “File/Move original email
  • Click Send & File button

If you normally want to file emails this way, you can change the relevant setting on the QuickFile settings screen.

  • On the QuickFile Toolbar/Ribbon > Click More > Settings…
  • Under the General tab, go to the section “Action to take upon Button Click
  • From the Drop-down list for Send & File:, select File/Move original email to folder
  • Click OK

We hope this blog post helps you get more out of QuickFile for Outlook. . If you’re not a user yet, you can view a demo video of Quick File for Outlook or download a free Outlook addon trial from our website today.

How to organize Appointments and Tasks in Outlook by Project

Tuesday, July 26th, 2011

Many of us use Outlook’s appointments and tasks to manage our daily lives and projects… and yet Outlook does not give us an easy way to manage projects inside Outlook. Outlook users frequently ask us how they can see all appointments and tasks that make up a project in one place.

Why is this important?  As we finish a step, it is important to know what the next steps are to get the project completed. Things also don’t always go according to plan… and we need to see what else gets affected when things change.

Our research showed that there is no simple way to organize and view tasks and appointments under projects…  so we added this functionality to our Outlook Project Management addin Smart Schedules for Outlook.

With Smart Schedules for Outlook you can:

  1. Assign existing (or new) tasks and appointments to projects
  2. Quickly see all tasks and appointments for a project at the click of a button.

Here are step by step instructions showing you just how easy this can be:

Assign existing (or new) tasks and appointments to projects

  1. Open Outlook and go to the Calendar/Task folder that the existing appointment/task is located in
  2. Select the appointment/task
  3. Click on Assign Project button on the Smart Schedules toolbar/ribbon. This will display the following screen:
  4. Assign to Project

  5. Select an existing project from the Project list.
    Note: You can also type in a new project name if you would like to create a new project and add this selected appointment/task to that project.
  6. Click OK.

Quickly see all tasks and appointments for a project at the click of a button.

Smart Schedules Project Centre makes it easy to see all appointments and tasks that you have associated with a project.

  1. On the Smart Schedules toolbar, click Project Centre
  2. From the Project drop-down, select the Project to which you assigned the appointment or task
  3. You will now be able to view the appointment or task assigned to the project and all other related appointments and tasks for the project as shown below:

Project Centre

Next Steps…

Smart Schedules for Outlook was designed with the help of almost 20,000 Outlook users. Try it for yourself today and tell us what you think.

Download a fully functional version of Smart Schedules for Outlook.

Watch a short video of our Outlook based Project Manager (Smart Schedules)

Comments (2)

Improve Microsoft Outlook Performance – 2 Simple Tips

Friday, July 22nd, 2011

If your Outlook is slow and unstable, it can seriously affect your productivity and may even lead to increased stress levels when you are not able to get your work done on time.

In this Post, we will provide you 2 simple tips which you can use to keep your Outlook fast and stable.

1. Maintain your Outlook Data (PST) Files

If you started using (or maybe are still using) Outlook before Outlook 2003 then your PST file (Outlook data file) is allowed a maximum size of 2 GB. This may still be true even if you migrated to new versions of Outlook since then.

If your pre-Outlook 2003 data file exceeds 2 GB then Outlook will not be able to open it… there’s also no warning built in to Outlook telling you that you are getting close to this dangerous limit. You might just come to work one morning and find that your Outlook does not open and you have lost all important emails, not forgetting the stress this will lead to and the time and money spent on getting it up and running.

It is for this reason that maintaining your PST files is very important. Here are a few things you can do to keep your PST files small:

  1. Delete messages that you don’t need to keep (don’t forget the Sent Items folder)
  2. Empty the Deleted Items folder regularly.
  3. Compact your PST file occasionally to remove the empty space that remains even after you delete emails. (Click the Compact button shown in the screen above)

2. Disable Addins you don’t need

Running alot of addins (unnecessary addins) can drop the performace of Outlook making it slower. Disabling unnecessary addins is a great way to make your Outlook run faster, more reliably and take less memory.

To disable unnecessary addins:

If you are using Outlook 2000, XP and 2003:

  • Start Outlook and go to your Inbox.
  • Click Tools -> go to Options
  • Click on the Other tab
  • Click on the Advanced Options button
  • Click on the Com-Addins button. You will see your full list of addins installed.
  • Untick the checkboxes for all addins you want to disable
  • Click OK
  • Restart Outlook

If you are using Outlook 2007:

  • Start Outlook and go to your Inbox.
  • Click Tools -> Trust Center
  • On the screen that appear -> click on add-ins on the left side
  • Select Com-Addins on the Manage drop-down -> Click Go. You will see your full list of addins installed.
  • Untick the checkboxes for all addins you want to disable
  • Click OK
  • Restart Outlook

If you are using Outlook 2010:

  • Start Outlook and go to your Inbox
  • Click on the File tab > Options > Addins
  • Select “COM Add-ins” in the Manage drop-down
  • Click GO
  • Untick the checkboxes for all addins you want to disable
  • Click OK
  • Restart Outlook

I hope these simple tips will help you keep your Outlook performing faster, more reliably and keep your Outlook data safe.

Categories : Outlook Performance
Comments (3)

Why (and How) you should split your Outlook data file into 2

Friday, July 15th, 2011

Outlook by default saves all its e-mails into one file. Prior to Outlook 2003, there was a limitation of 2 GB to your Outlook data file. Although 2 GB seems like a lot, this space can be filled quickly particularly if you receive a lot of attachments.

Once you reach that limit, there is no real warning. Outlook just slows down, e-mails start getting lost and in some cases Outlook just stops opening altogether. Retrieving your e-mails from this corrupt PST is a nightmare.

In Outlook 2003, you have the option of using the new Unicode format of Outlook data file which can hold much more data. However if you upgraded Outlook from an earlier version then chances are that you are still using the older format with the 2 GB limitation.

Irrespective of whether you are using the new or old format data file, you should split your Outlook data into at least 2 files. Your main PST file should not be used like a filing cabinet for old e-mails. Create a separate PST file to save e-mails that you want to keep for future reference. This leaves your main Outlook data file lean and mean so that Outlook is able to open up quickly. To create a new Outlook data file:

For Outlook 2010:

  1. Click on Home tab
  2. Select New Items > More Items > Outlook Data File…
  3. Outlook suggests a default location for the file. I recommend that you change this to a folder that you backup regularly, possible a sub-folder in your My Documents.
  4. Enter a filename and click OK to create the file.

For Outlook 2003/2007:

  1. Click File > New > Outlook Data File
  2. Outlook 2003 Only: Outlook 2003 uses two types of Outlook data files. If you will be using the data only in Outlook 2003 or later, choose MS Outlook Personal Folders File. Otherwise choose the Outlook 97-2002 option.
  3. Outlook suggests a default location for the file. I recommend that you change this to a folder that you backup regularly, possible a sub-folder in your My Documents.
  4. Enter a filename and click OK to create the file.

You can create as many Personal Folder files as you need. Most users only need to create one in addition to the one that Outlook creates by default.

PST 1: Default Folder created by Outlook
PST 2: Use to store Project E-mails

If you have a very high volume of e-mails (particularly with large attachments) you may want to have 2 PST files for your Project E-mails, one for Active projects and one for Completed projects.

How to Move Emails from One PST to another (Using Drag and Drop)

One simple way of moving your emails from one PST to another is to Drag and Down the email to the appropriate folder. This method is simple and it works but:

  1. It can be time-consuming to find the right folder if you have a lot of folders
  2. It is easy to accidentally drop the email into the wrong folder

Using QuickFile to move your emails

Our Outlook addin QuickFile has the ability to remember where you commonly file emails related to a project/case/person and it will provide you with a list of recently used folders. You can simply:

  1. Select the email that you wish to move
  2. On the QuickFile toolbar/Ribbon, click the QuickFile button. This will display the QuickFile screen.
  3. You can select the appropriate folder from the recommended list(based on your previous filing)
  4. Click Move

The email will now be moved to the appropriate folder.

QuickFile is the Fastest, Easiest and Error-Free way to file emails in Outlook. Users tell us that they can file as much as 90% of their emails at the click of one button.

Click here to learn more about QuickFile for Outlook.

Email Notes for Outlook… Last chance before 50% increase

Sunday, March 13th, 2011

I had to write to let all our normal newsletter and blog readers know that… in a little over 24 hours we are going to increase the price of Email Notes for Outlook by 50%. 

Email Notes has become one of our top selling addins in less than 12 months. We still wanted to make it better so…

We gave Email Notes a MAJOR NEW LOOK and the response from users has been FANTASTIC!

*****
AWESOME upgrade!! Much much better than version 1.
- David

Thanks for the improvements to Email Notes! It continues to work well… useful tool and a joy to have available.
- Jeff

LOVING the new product… this new Email Notes plug-in is my new must-have tool.
- John

Easy to use… wonder how I managed without so far!
-Ganesh

Email notes, in just a few days, has made me more effective and organized! I really appreciate the stability I have seen so far along with the functionality.
-Fred
*****

If you haven’t had a chance to see what Email Notes for Outlook is about, go to our website and find out why adding notes to emails can be AS EASY AS STICKING A NOTE TO A PIECE OF PAPER.

Best Regards,
Sanjay Singh

PS: Don’t forget, we have an amazing guarantee that removes ALL the risk from your decision. Try it for 30 days, and if you aren’t happy, you get all your money back:

Click here to get a license for EmailNotes for Outlook now.

Comments (0)

The promised update to Email Notes is now ready.

Email Notes for Outlook was already one of our best selling addins but this MAKEOVER makes it so much EASIER.

See for yourself just how much cooler and easier Email Notes now is.

As a result of this update the price of Email Notes will be GOING UP… but you can still buy at the old price till the END OF THE WEEK.

And before I forget… existing users don’t need to purchase again. Just download and install the new version and it will automatically pick up your existing license information.

I hope you find the new version as exciting as we do. I look forward to receiving your comments.

Best Regards,
Sanjay Singh

PS: If you’re not a user of Email Notes yet, try the free trial today. You only have a few days before Email Notes prices will go up by 50%.

Outlook Addins are an essential productivity tool to most business users of Outlook. You may however find that you are running some unnecessary addins that you are not even aware of. Disabling or removing those addins can help speed up your system.

You can turn addins on or off from the Com Addins screen.

To display the Com Add-ins screen in Outlook 2010, click File-Options. Click Addins. Com Addins should already be selected in the Manage drop-down.  Click the Go button to display the Com Add-ins dialog box.

To display the Com Add-ins screen in Outlook 2007, click Tools-Trust Center-Addins. Com Addins should already be selected in the Manage drop-down.  Click the Go button to display the Com Add-ins dialog box.

To display the Com-Addins screen in Outlook 2000/2002/2003, click Tools->Other->Advanced Options->COM Add-ins,

You can turn off addins that you are not using by removing the ticks next to them or by selecting them and then clicking the Remove button.

Note: If you had downloaded and installed an addin that you no longer need then the best solution is to simply uninstall the addin from the Control Panel (as you would uninstall any other software).

Categories : Outlook Performance
Comments (1)
 
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