Tag Archives: Outlook 2007

Free E-book Ready for Download: 8 Simple Tips for Email Management in Outlook

By standss - Comments ( 0 ) Tuesday, August 5th, 2014

As promised… I have compiled all the 8 tips we have discussed over the past several weeks into a simple downloadable and printable PDF copy.

Use these simple tips to:

  1. Ensure that your Outlook data file does not get bloated, slow-down and eventually corrupt itself and die (causing possible loss of some if not all your e-mails)
  2. Backup the correct Outlook data files in case of hardware failure
  3. Organize your emails so that your E-mail Folders matches your paper filing structure
  4. File your e-mails in a way that lets you quickly see all correspondence (incoming, out-going, to and from anyone) for a project quickly and easily in one place
  5. Get some control over your e-mails and use your Inbox like a proper In-tray holding only the items that need your attention.
  6. Easily archive e-mails for completed projects with other electronic documents (Word files, Excel files etc) for the same project.
  7. Quickly find specific e-mails for a project.

Get your own copy of this FREE e-book now!!!


Next week I will be sharing some additional bonus tips which I feel will help you manage your emails even better… so do check in again.

Till next time… have a safe and better Outlook.

Email Merge for Outlook Addon version 3.1.5294 Released: Supports Microsoft Access + Minor Bug Fixes

By standss - Comments ( 0 ) Friday, July 11th, 2014

Standss is happy to announce the release of EmailMerge version 3.1.5294 which is faster, more stable and NOW allows you to use Microsoft Access database (Excel, CSV and Outlook contacts) as your contact source.

This update is free for all existing registered users of version 4.0 or later.

Email Merge for Outlook is already used by thousands of users around the world as an email marketing tool because it works directly from Outlook, there are no monthly or yearly fee’s and allows you to send unlimited emails to unlimited number of contacts.

Fixes and Features in this update include:

  • New! Supports loading of contacts from Microsoft Access files in EmailMerge 32-bit and 64-bit
  • NEW! Excel contact source/CSV contact source: Remembers the last external file being used.
  • Fixed issues with using Excel file as contacts data source.
  • Ignores Outlook hidden contact folders.
  • Other minor bug fixes

Download latest version of Email Merge for Outlook

New to Email Merge: Watch this short video to see just how easy and simple it is to send out personalized individual copies of emails to your mailing list directly from Outlook.

You can also download a functional trial version of the Email Merge to try it out for yourself.

Tip# 7 of 8: File things out of your Inbox as soon as you have READ the e-mail

By standss - Comments ( 0 ) Tuesday, July 8th, 2014

In the last tip, we showed you how to configure Outlook to make it easy for you to drag and drop emails out of your Inbox to dedicated client or project folders.

Your inbox should not be your filing cabinet or storage folder… it should be more like your To-do list or Actions folder.

Your Inbox should only have e-mails that you need to take action on!!!

Once you have your folder structure in place, you are ready to shift e-mails out of your Inbox.

If you have left your e-mails in the Inbox until now, it may take you some time to move all the e-mails out to the appropriate folders. You can do it now or do it later but DO IT.

In the meantime make sure that at least the new e-mails that you receive are filed properly.

Ideally, you should move your e-mails out of your Inbox IMMEDIATELY after reading them… unless it’s urgent and you will be taking action (reply, forward or delete) on them in the next few minutes.

Drag and drop the e-mails from the Inbox to the appropriate folder.

To drag and drop the ORIGINAL email:

  • Left-click on the mouse and hold the button on the e-mail that you want to shift.
  • Drag it to the appropriate folder on the folder List.

To drag and drop a COPY of the email:

  • Right-click (instead of Left-click) and then drag and drop.  When you drop the email (release the right mouse button) you will get presented with the option to Copy or Move. Click on Copy.

If you think Drag and Drop is tedious and you always need to remember which folder a particular email needs to go to or even where the project folder is located in the first place?

I would recommend you give our QuickFile for Outlook addin a try.

QuickFile automatically learns and recommends to you the correct folder to which you are likely to file an email from a client or related to a project… just a click of a button and the email is filed to the correct folder.

You don’t need to take my word on this… try QuickFile yourself by downloading the fully functional 30 day trial version from our website.

      Time to join the conversation – what do you think?

Let us know what you think by leaving a comment below. Feel free to share your own experience and the filing system that you use to keep your inbox clean and organized with our readers.

If you have not subscribed to our blog yet, JOIN US today so we can notify you when we post the tips on our blog.

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Here are links to the earlier tips we have discussed so far in case you missed out:

Tip #1 of 8: Turn Off Auto-Archiving in Outlook
You should archive e-mails as projects are completed. Don’t disorganize yourself by archiving based on dates.

Tip #2 of 8: Think carefully before using Outlook Rules
Rules can cause you to miss taking action on certain e-mails and also filing them into incorrect folders.

Tip #3 of 8: Find out where your Outlook data file is and backup regularly
How can you be sure that your Outlook data is being backed up if you don’t know where it is?

Tip #4 of 8: Split your Outlook data into more than one file
This technique will stop your e-mail file from getting bloated, slow and eventually corrupting itself and dying.

Tip #5 of 8: File your e-mails using the same folder structure as you do for your paper files
Filing e-mails into folders makes it much quicker and easier to file, find and archive e-mails later.

Tip# 6 of 8: Setup Outlook so that it is easy to drag and drop e-mails to the correct folders

Tip# 6 of 8: Setup Outlook so that it is easy to drag and drop e-mails to the correct folders

By standss - Comments ( 0 ) Thursday, July 3rd, 2014

Welcome back folks… hope you have found the tips shared so far useful and tried to implement the simple email filing structure discussed in the post last week.

If you missed out, please read the earlier post which will help you implement a simple email filing structure and you will see how easy it becomes to file, find and archive e-mails later.

So… now that we have an email filing structure inplace… today’s tip is to answer the next obvious question

How do I file my sent and received emails to this folders?

For users of our QuickFile for Outlook addon… all you got to do is select the email you wish to file, select the folder and click a button to file away your emails.

If you are not using QuickFile or any other email management tools then the easiest way to move e-mails is to drag and drop.

Here is how I think you should configure Outlook so that your list of folders is displayed next to your Inbox (as shown below).

inbox_folders

Viewing the list of folders beside the list of e-mails makes it much easier to drag e-mails from the Inbox/Sent Items to project folders.

To display the list of folders:

  • In Outlook 2013: Click View tab on the menu > click Folder Pane > click Normal.
    If you do not have the Reading Pane display, click Reading Pane > click Right
  • In 2010/2007:  Click View on the menu > click Navigation Pane > click Normal
  • In Outlook 2003:  Click Go on the menu > click Mail. If the Navigation Pane does not show: Click View on the menu Click Navigation Pane > click Normal

That’s it… try this filing method for yourself and see how easy it becomes to drag and drop emails into project folders and keeping your inbox clean.

Time to join the conversation – what do you think?

Let us know what you think by leaving a comment below. Feel free to share your own experience and the filing system that you use to keep your inbox clean and organized with our readers.

If you have not subscribed to our blog yet, JOIN US today so we can notify you when we post the tips on our blog.

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Here are links to the earlier tips we have discussed so far in case you missed out:

Tip #1 of 8: Turn Off Auto-Archiving in Outlook
You should archive e-mails as projects are completed. Don’t disorganize yourself by archiving based on dates.

Tip #2 of 8: Think carefully before using Outlook Rules
Rules can cause you to miss taking action on certain e-mails and also filing them into incorrect folders.

Tip #3 of 8: Find out where your Outlook data file is and backup regularly
How can you be sure that your Outlook data is being backed up if you don’t know where it is?

Tip #4 of 8: Split your Outlook data into more than one file
This technique will stop your e-mail file from getting bloated, slow and eventually corrupting itself and dying.

Tip #5 of 8: File your e-mails using the same folder structure as you do for your paper files
Filing e-mails into folders makes it much quicker and easier to file, find and archive e-mails later.

Tip #5 of 8: File your e-mails using the same folder structure as you do for your paper files

By standss - Comments ( 1 ) Thursday, June 26th, 2014

Welcome back folks to yet another week of email management tips.

I had several readers emailing me and asking why the next tip was not posted and when it would be available.

First of all I would like to apologise for the delay in posting this week’s tip… I had intentionally delayed the post for several reasons:

  1. I had mentioned in my first post that I will be posting the tips in the order that I feel would give you a simple and efficient email management system. Several readers wrote back to me saying they were busy and were unable to read the old tips… so I thought to give them a bit of time to catch up.
  2. I wanted to make sure that everybody had enough time to setup the multiple Outlook Data files structure discussed last week.
  3. Lastly… I wanted to know if readers were following the post or not. Based on the number of emails I received as a result of the delay… readers are definitely interested and finding this tips useful… Thank you all for that.

So… without any further delay let’s get straight into this week’s tip.

I have seen clients with thousands of e-mails in the Inbox and Sent Items folders. I have even seen clients using their Deleted Items folder to store old e-mails.

Do you use your trash can to file your important papers? 

Many of our clients file paper copies of their e-mails because they don’t have a system for filing electronic copies. Even if you file paper copies of your e-mails, having an email filing system will make it significantly faster and easier to locate correspondence.

How should you file your e-mails?

The same way you file paper documents – create a separate folder inside Outlook for each project and then file all e-mails for the project into the folder.

If you don’t know how to create folders inside Outlook, here’s how:

  • In Outlook 2013/2013, click on the Folder tab > New Folder
    In Outlook 2007/2003, click File > New > Folder to display the Create New Folder screen.

create_folder

  • Enter a Name for your folder.
  • Select Mail & Post Items in the Folder Contains list.
  • Use the list displayed under “Select where to place the folder” to choose the folder’s location.
  • Click OK. The folder will be created as a subfolder of the location you selected in the previous step

You should use the new PST file created in the previous Tip to file your e-mails. This will ensure that the main PST file that Outlook uses stays small and fast.

We recommend the following folder structure. Create two folders in your Projects PST file called:

Active Projects
Completed Projects

(You can have other top level folders for other important areas in your life called Personal, etc)

Under the Active Projects folder create separate folders for each active project that you are working on. Whenever you receive or send an e-mail that you want to keep, move it to its appropriate project folder.

Name the folders anyway you like. The three common ways are:

  • Have a separate folder for each client
  • Have a separate folder for each project
  • Have a separate folder for each client and then have folders under it for each project for that particular client.

We use project based filing (and not client based filing at our office). However we name our folders in a way that makes it very easy to know both the project and client. Our folder naming convention is:

<Client>-<Project> 

Using the above naming convention, your folders will look something like this:

folder_structure

Note that in the list, the user is working on two projects for John Smith.

This structure works well because:

  1. When you open the Projects folder, you get to see a list of all current projects in one place.
  2. Multiple Projects for a client are shown right next to each other because of the way the folders are named.
  3. It is easy to archive old projects – When a project is completed simply drag its folder from the Active Projects folder to the Completed Projects folder. You don’t need to then find the client folder first.

Time to join the conversation – what do you think?

I hope that you find the tip today useful… try to implement this simple email filing structure and you will see how easy it becomes to file, find and archive e-mails later.

Let us know what you think by leaving a comment below. Feel free to share your own experience and the filing system that you use to keep your inbox clean and organized with our readers.

If you have not subscribed to our blog yet, JOIN US today so we can notify you when we post the tips on our blog.

subsribe_now

Here are links to the earlier tips we have discussed so far in case you missed out:

Tip #1 of 8: Turn Off Auto-Archiving in Outlook
You should archive e-mails as projects are completed. Don’t disorganize yourself by archiving based on dates.

Tip #2 of 8: Think carefully before using Outlook Rules
Rules can cause you to miss taking action on certain e-mails and also filing them into incorrect folders.

Tip #3 of 8: Find out where your Outlook data file is and backup regularly
How can you be sure that your Outlook data is being backed up if you don’t know where it is?

Tip #4 of 8: Split your Outlook data into more than one file
This technique will stop your e-mail file from getting bloated, slow and eventually corrupting itself and dying.

QuickFile for Outlook Add-in Update (Free)

By standss - Comments ( 0 ) Tuesday, May 20th, 2014

I know that it’s only been a few weeks since we released the new version of QuickFile but we’ve had so much great feedback from users that we felt had to be implemented and put out there for you to use right now.

This update is free for all existing registered users of version 5.

Fixes and Features in this upgrade include:

  • Show Sub folders: In previous versions of QuickFile, it was possible to see subfolders of a folder (after searching for it). We’ve put this feature back in Version 5 and done a separate blog post on how to use it.
  • Remove suggestions: Folder recommendations in QuickFile are significantly more accurate in QuickFile Version 5. However there may be cases where you want to remove a suggestion. You can do this now by right clicking over the suggestion on the QuickFile screen as shown in this blog post.
  • Significant speed improvement when moving emails: Some users found that QuickFile as a sometimes slow when moving emails. We’ve rewritten the moving code.
  • Bug Fixes: There were a number of small bugs in other screens that have been tidied up.

Click to download the updated version (or a fully functional trial version) of the QuickFile Outlook addon.

Registered Users: Download the trial version and install it on your computer. It will automatically pick up your existing registration and settings.

New to QuickFile: Click QuickFile for Outlook Version 5 for more information on the easiest way to file and find your emails in Outlook.

Showing subfolders in QuickFile Version 5

By standss - Comments ( 0 ) Tuesday, May 20th, 2014

QuickFile makes it easy to find a folder but what do you do if you need to see its subfolders too. Previous versions of QuickFile showed you the folders in a way that let you expand folders to show its subfolders. Here’s how to view subfolders in QuickFile Version 5.

Please note that this feature is only available in QuickFile 5.0.5252. If you need to, you can download the latest version of QuickFile for Outlook from here.

Open the QuickFile screen by clicking on QuickFile or Find & Goto on the ribbon.

Blog image 2

Right click over any folder in the Best section.

Click Show Subfolders in Search Results.

The setting will be saved for you and used in all future searches. You can changes it by repeating the steps above.

Please let us know if you find this feature useful by leaving a comment below.

New to QuickFile: Click QuickFile for Outlook Version 5 for more information on the easiest way to file and find your emails in Outlook.

Removing Suggestions in QuickFile Version 5

By standss - Comments ( 0 ) Tuesday, May 20th, 2014

Folder recommendations in QuickFile are significantly more accurate in QuickFile Version 5. However there may be cases where you want to remove a suggestion (e.g. if you accidentally used a folder).

Step by Step

Open the QuickFile screen by clicking on QuickFile or Find & Goto on the ribbon.

blog image

Right click over any folder in the Best section.

Click Remove from Best.

If the suggestion was for this particular contact or conversation, it will be removed from the list of suggestions.

New to QuickFile: Click QuickFile for Outlook Version 5 for more information on the easiest way to file and find your emails in Outlook.

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Saving (Exporting) Outlook emails with your other files

By standss - Comments ( 0 ) Friday, May 16th, 2014

Here’s a quick tip on how you can save one or more emails outside of Outlook. This is very useful if you want to save your emails on your harddisk in Client folders along with Word files etc.

Step-by-step

Go to the folder (inside Outlook) that has the emails.

Select the email you want to export out of Outlook (You can also select multiple emails by holding down the CTRL button on the keyboard and then clicking on the emails).

Click File-Save As.

Enter a filename.

Choose a format from the drop-down.

Click Save.

What format should you use?

The two common formats that you can use are:

Outlook Message Format (msg): This creates a copy of the entire emails outside Outlook for you and has any attachments etc still as part of the email. This only works when you are exporting single emails. You will also need to have Outlook to view the message in the future.

Text Only (txt): This creates a plain text file (all formatting and attachments are removed). This option is also available when you try to export multiple emails… all emails are put in the one text document with header information (date/sender/recipient/Subject) clearly identifying each email.

What about exporting to PDF?

Outlook cannot export directly to PDF format. However if you are using QuickFile for Outlook-Ultimate Edition<http://www.standss.com/quickfile>, you can export all or selected emails from any folder into a PDF file. The PDF file will have a clickable table of contents (list of emails in date order) at the top and will also have links to all attachments.

On the QuickFile section of the Ribbon, click More Actions-Export Emails.

image001

 

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How to Cure Email Overload (Video)

By standss - Comments ( 0 ) Thursday, April 10th, 2014

Instead of our regular blog posts, we are creating a series of 3 video posts to solve what our 30,000+ blog readers tell us is there #1 problem… TOO MUCH EMAIL!

You can watch the first two (short) videos here:

*   Video #1: How to Cure Email Overload

*   Video #2: A Focused Inbox to Get Things Done

These videos are free for the moment.

You will need to opt-in to see the video (as always we respect your privacy and will NEVER share your email with anyone).

We’re asking for your email again so we know who to send the PDF version of How to Cure Email Overload to… as soon as the video course is complete.

Once you have seen the videos, please let us know if there is any question you want answered in the third and final video.

Best Regards,

Your Outlook Team at Standss

PS: The videos may be taken down and converted into a paid training course later. Watch it now.

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