Posts by brad.

Updated ActiveWords Wordbase for v5.2

We have updated our Activewords wordbase to support ClearContext Pro v5.2.  In addition to previously released shortcuts to file, defer, unsubscribe and create tasks/appointments we have added quick access to create an AutoFile rule and mark a message important.  See our Activewords partner page for more detail and a link to the download.

For those of you new to ActiveWords, this powerful productivity tool adds keywords to Windows, providing a personal, portable, context free user interface with immediate response. Your words launch programs, jump to websites, send email, substitute text, search, and more. Receive information about any word or phrase in any context. Enter or select words in any context and your computer immediately delivers the results you want. Go to the ActiveWords website for additional information and a free download of the application.

Create a Priority Inbox in Outlook Using Search Folders

As the holidays approach, I’ve got inbox triage on my mind.  As we’ve mentioned before, when your Inbox is overwhelmed address your high priority messages first before moving onto your lower priority email.

This quick tutorial will allow you to build a Priority Inbox using Outlook search folders and ClearContext Pro or Personal.  Open this search folder to see only those messages ClearContext has marked important.

Before you start, if you have not already done so, download and install ClearContext and allow it to prioritize your Inbox.

1. Right click Search Folders and select New Search folder:
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2. Select Create a custom Search Folder:
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3. Click Choose… to customize the Search folder.

4. Name it Priority Inbox.
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5. Click Browse, change the folder to include the Inbox only and disable Search subfolders:
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6. Click Criteria > More Choices:
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Option: To view unread items only in the new folder, select Only items that are: unread in this dialog.

7. Press Categories and select CC VIP:
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Option: To see messages from known senders in addition to VIPs, select CC OK here as well.

8. Press OK three times to clear the Search Folder dialogs.

9. You now have a Search Folder named Priority Inbox that shows CC VIP from your Inbox. Add it to the top Favorites pane in Outlook via right click:
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Happy Holidays!

How to Avoid Exceeding Your Exchange Mail File Size Limit

Many corporate Exchange customers complain about their Exchange quotas.  If you constantly receive the notice that your mailbox is over its size limit, follow the tips below to set up ClearContext Professional to automatically file messages to an offline PST; freeing up space in your Exchange mail file.

  1. imageIf you do not already have a a local file that you want to store messages in, create one in Outlook via File > New > Outlook Data File…
  2. Go to ClearContext > Options and change the Default Mail File for Filing and Projects to the new data file you just created.
  3. Click OK to clear the dialog and restart Outlook for your changes to take effect.
  4. Turn on Sent Message Filing to instruct ClearContext to move sent messages from your Exchange Sent Items folder to your Project folders.

New project folders will be created in your offline mail file by default.  File your messages there and they will be moved out of Exchange, freeing up needed space.

The end result: you’ll be storing most of your messages locally, in one place, for easy review and retrieval without the hassle of begging your Exchange Administrator for more space or emergency message deletion sessions to keep the mail flowing.

Archive Sent Messages in Outlook

imageIn one of our email usage surveys, we found that 2/3 of email users leave their sent messages in the Sent Items folder.  It’s not surprising that so many have given up on organizing half of their correspondence given how difficult it is to file sent messages properly.

ClearContext Pro makes filing your sent messages simple.  Press the “File This Email” button when composing a message.  If imagea project is assigned to this conversation thread, the sent message will be moved from Sent Items to the corresponding project folder.  If a project hasn’t been assigned, ClearContext will ask for one before it sends.

ClearContext will remember your filing preference.  You can explicitly turn send message filing on/off via ClearContext > Options > Project Options > Send and Replied Messages with Projects.

Priority Inbox Data From Google

Known ContactsThe Gmail team reports the following on their Priority Inbox feature:

“Looking at median time in conversation view, we noticed that typical Priority Inbox users spend 43% more time reading important mail compared to unimportant, and 15% less time reading email overall as compared to Gmail users who don’t use Priority Inbox.

If you haven’t given it a try yet, use ClearContext’s Mark Important feature in v5.2 to achieve similar results in Outlook.

ClearContext v5.2.1 Available

Upgrade ClearContextWe have released a minor update – v5.2.1 – with a few installer enhancements.  To update to the latest, download here.

What people are saying about ClearContext Personal

Automatically file bacn out of your InboxDave Johnson at BNET had this to say about ClearContext Personal:

“Here’s a tool that can help you take back control of your inbox, automatically, without setting up lots of rules or filters. The amazing thing? It actually works.”

Simon Mackie at Web Worker Daily writes:

“It automatically files unimportant emails, like social network notifications, newsletters, e-commerce emails, and other automated “bacn”, into categorized groups, taking it out of your inbox.”

For more information on the new release, see our announcement:

ClearContext Personal makes that information easier to deal with by doing three things:

  1. Automatically filing unimportant messages out of your inbox to deal with later
  2. Creating a daily digest of all autofiled email, so you never lose any information
  3. Highlighting email from important senders in your inbox without any confusing rules or training

User Guide: Mark Important

In the contact analysis process performed during setup, ClearContext’s prioritization algorithm automatically identifies those contacts that you email the most and marks them as important. ClearContext uses this contact priority to highlight emails in the Inbox from your most valued contacts. Manually mark email important via the Mark Important button on the toolbar.

User Guide IMS Contact Priority

CC VIP

Mark important contactsDuring initial setup, ClearContext analyzes email history to determine email addresses from which you send and receive the most email. Using this information, your VIP contacts are marked as important.  By default, email received from these contacts are marked with category CC VIP and color-coded red.  Manually mark/un-mark a message as a VIP using the Mark Important button.  This will automatically adjust the contact priority and future messages will reflect the change.

CC OK

Known ContactsAll messages from known senders are marked with category CC OK and color-coded green.  These include messages from contacts that are in your address book – but not marked important – and messages from contacts that are not in your address book but are replying to conversations that you have already participated in.

Contact Priority

Known ContactsAlso adjust priority via contact records.  Open the contact for an important sender and press Mark Important.  All future messages from this sender will be designated CC VIP.

Views

In Outlook 2007 and later, ClearContext color codes messages using Inbox category colors.  In Outlook 2003, ClearContext changes the font color to indicate priority.  To see font color coding in other versions of Outlook, select a ClearContext view from the Outlook view menu (View > Current View).  There are three views installed during setup:

  • ClearContext By Date – messages ordered by received date
  • ClearContext Threaded – messages grouped by conversation and ordered by date
  • ClearContext Prioritized by Category – messages grouped by category

If you change options below, the views above may no longer color code by priority.

User Guide: AutoFile

AutoFile automatically moves incoming "bacn" email – including newsletters, social networking notifications, shopping email, etc. – to categorized folders.  AutoFile comes pre-configured with filing rules for common automated email and is updated over time.  You can also create your own AutoFile rules.

Automatically file automated bacn email

AutoFile Rules

Create custom autofile rulesAutoFile Rules AutoFile comes pre-configured with filing rules for common senders of automated email. These rules are updated over time as ClearContext users idenitify new senders. Create your own custom AutoFile rules in one of two ways:

  • Highlight a message and press the AutoFile button on the toolbar or select AutoFile from the ClearContext menu. In the dialog that appears, select the group you would like to file to. All messages in the current folder will be filed to the group you selected.  All future messages from that sender will be filed as well.
  • Click and drag a message onto a filing group in the Sidebar. Select Move on the dialog.  As above, all current and future messages from this sender will be moved to the AutoFile filing group.

See below for AutoFile rule configuration options.

AutoFile Sidebar

The AutoFile tab on the ClearContext Sidebar provides a tool to view and manage these emails.

AutoFiled Messages

See automatically filed unread messagesThe top section of the AutoFile tab shows a count of all unread messages across all AutoFile groups:

  • Click on Unread to view all AutoFiled, unread messages.
  • Toggle the Filing Group view between All Groups and groups with Unread only via Options.
  • Select Options > Rules and Settings to configure AutoFile.
  • Select Options > New Filing Group to create a custom group for use with AutoFile.  This feature is available for Pro only.

Filing Groups

View unread filed messages by groupOpen the AutoFile tab on the ClearContext Dashboard to see an unread count of messages filed by group (Shopping, Social, Travel, etc.).  From here:

  • Click on a filing group to see unread, AutoFiled messages for that group.
  • Double-click a filing group to open the folder that it moves messages to.
  • Click the check mark on the filing group to mark all messages in the group as read.
  • Right click a group to disable/enable filing to it.  Open View AutoFile Group Details from the right click menu to manage the filing rules for the individual group.

Unread Messages

Act on filed messages in the unread paneThe message list at the bottom of AutoFile tab shows all unread email for the chosen group.  Messages are grouped by sender.  You can act on individual messages via the Actions or right-click menus:

  • Mark Read messages that you no longer wish to see in the list.
  • Delete messages that you do not want to keep.
  • Select Actions > Jump to Folder to open the folder that contains the current message.
  • Select Stop Filing for messages that you no longer want to AutoFile.

AutoFile Options

Autofile Options

Open ClearContext > Options > AutoFile to configure the service.  The following options are available:

  • Enable AutoFile message filing turns AutoFile on/off.
  • Create Daily Digest message in Inbox directs ClearContext to place a summary of all AutoFiled messages in the Inbox once/day.
  • Check Allow automatic updating and sharing of rules to periodically download new AutoFile rules for automated senders.  When enabled, this will send the custom AutoFile rules that you create to ClearContext so that new bulk senders can be identified.
  • Enable/Disable individual Filing Groups in the bottom half of the options dialog.
  • Double-click a filing group or highlight and click Open Details to see the rules designated for the selected group.  Turn off individual rules from this dialog.
  • Press Apply to Inbox to apply all currently enabled AutoFile rules to your Inbox.  This is especially useful after an AutoFile rule update.

Review email filed and your email activityDaily Digest

The Daily Digest is sent to your Inbox once/day and lists all messages filed over the last 24 hours.  Use this message to ensure that you don’t miss an important AutoFiled email.  Click on a filing group to jump to the folder that contains the filed messages.  The Daily Digest also provides some email usage and responsiveness statistics for the last 24 hours.  Disable the Daily Digest via ClearContext > Options > AutoFile.

Video Demo

Watch a demo of AutoFile on the ClearContext Personal Getting Started video:

Getting Started with ClearContext Personal

Holiday Email Triage

autofile_options_smallAs we prepare to take off for the US Thanksgiving holiday, here are some tips for tackling the Inbox after time off:

  1. Select ClearContext > Options > AutoFile > Apply to Inbox to file messages using ClearContext’s automatic rules.
  2. File other unimportant, informational messages by dragging email from bulk senders onto an AutoFile filing group in the sidebar.  This will move all messages these senders into folders for later review.  Watch a demo of this here.
  3. Starting with your high priority (CC VIP) messages, manage your inbox; spending a minute or two on each conversation.  Delete, Reply, File, Defer, Unsubscribe or create a Task or Appointment and quickly move on.

Enjoy the vacation!



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