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Greetings! Welcome to Vol. 8, No. 5, 25 Jun 2003, of Exchange Messaging
Outlook, a biweekly newsletter about Microsoft Exchange and
Microsoft Outlook.
Today's highlights:
- Organize your Outlook mail
- Organize: Use Rules Wizard
- Organize: Use automatic formatting
- Organize: Use categories
- Fall Exchange conference planned
- Office 2003 Beta 2 Refresh update
Regular features:
- New utilities
- Updated utilities
- Other resources
Organize your Outlook mail
Outlook 2003 offers some very cool new tools for organizing your
email, but since many people won't see that version for months - if
ever - I thought it might be useful to review some of the mail
management tools already built into current versions. We'll start
with the Organize pane, then look at other built-in features.
Because the toolbar in Outlook 2000 and 2002 contains an Organize
button, for some people this may be the first and only organizing
tool they use. The Organize tool's main functions are to create
Rules Wizard rules and automatic formatting rules for Outlook views
without the need for the user to really understand either of those
features.
For example, if you click Organize, and then select
Using Folders, Organize offers two choices: You can move the
currently selected message to a particular folder manually or you
can create a rule based on the sender or recipient's email address
to move the mail to a folder automatically. This type of rule works
very well to organize mail sent to particular email discussion
lists, for example.
Under Using Colors, again there are two choices. The
second one, Show messages sent only to me in a color, won't
work consistently if you have more than one email account in your
profile, so I don't recommend it. The first choice is more useful;
it allows you to automatically show messages sent to or from a
particular person in a specific color in your Inbox.
The third option in the Organize tool, Using Views, merely
duplicates the list of views already available on the View | Current
View menu.
The fourth option, Junk E-mail, helps you make either a
Rules Wizard rule or an automatic formatting rule for the messages
that Outlook's built-in junk mail filter identifies as "junk" or
"adult content." Since the built-in filter doesn't work that well in
the first place, you are probably already running (or should be
running) a separate anti-spam filter, so you can skip this feature.
Organize: Use Rules Wizard
If you want to change the rules that the Organize tool creates or
experiment with your own, choose Tools | Rules Wizard, and follow
the on-screen prompts. The Rules Wizard is largely self-explanatory,
but we can offer a few tips to help you use it better:
Outlook applies rules in the order they are listed in the
wizard. In general, you should add the "stop processing more
rules" action to every rule, except in cases where you actually
want messages to be processed by multiple rules.
If you want a rule to apply to all messages, don't include
any conditions. When you click Next to move on to actions, the
Rules Wizard will remind you with a prompt that the rule will
apply to all messages.
You can use the exceptions list on the next-to-last screen
of the Rules Wizard to create rules that are a little more
complex. For example, in Outlook 2002, you can create a very
effective "white list" filter to isolate all mail from unknown
senders either in its own folder or with a separate category.
Create a rule with no conditions (so it applies to every new
message), then set an action to move to a folder or apply a
category. Finally, set the exception "except if sender is in
<specified> Address Book" and specify your default Contacts
folder as the address book. This rule will move or categorize
all messages that don't come from someone in your Contacts
folder.
Organize: Use automatic formatting
Perhaps you want to tweak the automatic formatting generated by
your choices in the Organize tool or feel you have graduated from
Organize and want to create automatic formatting rules on your own.
To reach those settings for the currently displayed view, choose
View | Current View | Customize Current View | Automatic Formatting.
A message folder will have several built-in formatting rules you can
edit to control the appearance of unread, unsent, expired, and
overdue messages. You can also click Add to create a new rule,
specifying the condition - similar to the Rules Wizard conditions -
and the formatting you want to apply.
Automatic formatting works, by the way, on a table or card view
of any Outlook folder. However, for day/week/month views, it works
on only on calendar folders and only in Outlook 2002. Instead of the
16 colors available in a table-view rule, you can use the 10 color
labels defined for the current calendar folder. For example, I have
an automatic formatting rule on my default Calendar folder to show
any appointment with the word "birthday" in the subject with the
lavender Birthday color label. A second rule marks any appointment
with the category "Holiday" also with the Birthday color label.
Organize: Use categories
One of the best ways to organize your mail is by category. If you
give your categories names that reflect the priority of each
category, you can group your Inbox by category to get a prioritized
list of mail that needs action. You can apply a new category to
selected messages by right-clicking and choosing Categories.
A more powerful method is to use Rules Wizard rules to assign
categories as new messages arrive, generally by sender. For example,
you might assign one category to mail from members of your immediate
family and a different one to those messages from your boss. Kaitlin
Duck Sherwood explained this concept in detail in her book "Overcome
Email Overload with Outlook 2000 and 2002" and in earlier EMO
issues; you can read her tips at
http://www.slipstick.com/outlook/usertips.htm.
Fall Exchange conference planned
No, it's not MEC. With no fall Exchange conference planned by
Microsoft, which consolidated Exchange content into the annual
TechEd conference held earlier this month, Tech Conferences, Inc.
has decided to hold an Exchange conference concurrent with its
Windows & .NET Magazine Connections meeting Nov. 2-6, at the Hyatt
Grand Cypress in Orlando. I'm planning to be there, giving
presentations on Outlook.
So, I'm wondering, what aspects of Outlook 2000 and 2002 are most
puzzling or challenging to you? What do you want to know about
Outlook 2003, even though your deployment may be months away? If
you'd like to see a particular topic covered at the November
conference, use this mailto link to drop me a line ASAP:
mailto:exconn@slipstick.com .
Office 2003 Beta 2 Refresh update
Technical beta testers of Office 2003 have begun downloading the
Beta 2 Refresh (B2R), but it's not available yet for those who
ordered the Beta 2 CD kit. We expect to see it any day now, probably
at the
http://office.microsoft.com site. In the meantime, if you want
to test the Beta 2 Refresh but don't have Beta 2 yet, you should go
ahead and order the Beta 2 kit from
http://www.microsoft.com/office/preview/orderbeta.asp now.
One of the features worth looking at in B2R is the email tracking
in Business Contact Manager (BCM), the new COM add-in for Outlook.
It keeps track of all email messages sent to or received from a
business contact, keeping the message body in the database even if
the original message has been deleted.
FYI, if you have been using BCM and plan to install the B2R
version, make sure you export your Accounts and Business Contacts
first, so you can import them after you install the refresh. This
new version changes the database format and can't show the data
collected in the original Beta 2 version. (Remember this is *beta*
software, folks -- use at your own risk.) You may be able to get at
the old data, however, by connecting Microsoft Access to the MSDE
database that BCM uses and creating linked tables.
Other pleasant additions include refinements to Outlook's new and
more robust junk mail filter: You can right-click a message and add
not just the sender's address to your list of "safe senders," but
also the sender's entire domain. The Junk E-mail folder also now
comes with an Empty command on the right-click context menu that
permanently deletes all the items in that folder.
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