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Product Update: Followup Improvements

This release includes the following improvements and fixes:

  • Followup: New contact selection screen for when Followups are configured to cancel only on specific senders. Instead of having to manually edit the list of email addresses, the new selection screen shows contacts by type (from, to, cc) and allows easy selection.This function can be accessed from the Choose button next to the list of email addresses to cancel for.

  • Followup: When cancelling for specific senders, only direct recipients are selected by default. CC’ed recipients can be added from the selection screen described above.
  • Bug Fix: Searching in the Detail Dashboard could result in crashes if ClearContext was configured in the single folder filing mode
  • Bug Fix: In 64 bit versions of Outlook, messages files cannot be previewed in the Attachment Explorer. Prevent notifications windows from appearing in this case.

The update is being delivered to all users and should arrive shortly. The build number in the About screen will show as 1908.0.

Product Update: Unfiled sent messages

This release includes the following improvements and fixes:

  • Unfiled Sent Messages: New feature to file messages in the Sent Items folder that belong to a Project but are unfiled. When automatic filing of sent messages is enabled, some emails may remain unfiled because emails were sent from a device without ClearContext, or if a Project wasn’t assigned right at the start of a conversation.

    This function can be accessed from the new File Sent Messages button in the ClearContext toolbar. Also, a notification will appear in the Daily Digest if automatic sent message filing is enabled and messages to file from the Sent Items folder are found.

  • AutoFile: In rule list screen, show if Delay Filing option applies to rule
  • AutoFile: In rule list screen, add button to create new rule
  • AutoFile: In rule create/edit screen, add option to choose if rule is to be applied to current Inbox items, instead of always applying rule
  • Bug Fix: When a Project is pre-selected in QuickTasks, the mail file the Project belongs to could sometimes be incorrectly set to the primary mail file instead of the mail file the Project belongs to
  • Bug Fix: When a task project is updated through the Task Inspector window, the category sync of the Project name can be incorrect if other user categories are present
  • Bug Fix: Add scroll bar to Activity History window

The update is being delivered first to users on the beta/early update channel, and will follow with all users in the next few weeks. The build number in the About screen will show as 1905.00.

Product Update: Dashboard Messages

This release includes the following improvements and fixes:

  • Project Detail Dashboard: new Messages window that shows associated Project emails that have been filed or are pending in the Inbox.
    *available only in standard Project folder filing mode

  • Category Colors: displayed category labels now show the Outlook color category coding in the Dashboard and Organizer.

  • Automatic Updates: rework download mechanism to increase compatibility with firewalls/security settings
  • Misc: various updated graphics
  • Bug Fix: prevent creation of duplicate filing suggestions in certain situations

The update is being delivered now to users on the beta/early update channel, and is scheduled to go out to all users in the next few weeks. The build number in the About screen will show as 1901.00.

Product Update

A product update is rolling out with the following improvements and fixes:

  • Project/Folder selector: added additional larger width options. Window width is selected with the << and >> buttons
  • Project/Folder move/rename: the move function can now process entire Project/Folder trees in one step, instead of having to modify them one at a time.
  • Setup: new streamlined one step process for setup
  • Setup: unified 32/64 bit installer
  • AutoFile: bug fixes to address certain cases where incorrect options set for drag and drop creation, and to prevent scanning Inbox when rule changed while AutoFile is disabled
  • Startup: Add button to manually close Intro screen

The update is being delivered now to users on the beta/early update channel, and will be going out to all users within the next few weeks.

Product Update

The latest product update is rolling out to all users and includes the following improvements and fixes:

  • MessageContext: New capability to mark all messages as read
  • Organizer: Added button to expand or collapse all groups
  • Organizer: Print function now shows or hides items in a group according to whether the group is expanded or collapsed
  • Organizer: Items with higher priorities now sorted first when date is equal
  • Ribbon/Toolbar: New option to hide one or both of the ClearContext Filing or Action control groups in the main Outlook ribbon
  • Issue: resolve problem where tasks managed from secondary mail files were not getting assigned Projects properly

Product Update Released

A product update has been released with usability improvements for the Dashboard. Pending tasks that are due or overdue will now show up in the main task list as well, so that they are not accidentally overlooked. Also, in applicable views/filters, higher priority tasks will now be ordered before lower priority tasks of the same date and a new appointment button has been added to the Project Detail window.

Additional changes include improvements in the Project/Filing suggestions and the addition of higher resolution images in the Ribbon toolbar for improved clarity in zoomed or high density displays.

Delay Filing Option for AutoFile Released

An update is rolling out to all users that adds a Delay Filing option to the AutoFile feature:

  • When the Delay Filing option is selected for a rule, the target Project is assigned and labeled to matching Inbox messages, but the message is not immediately filed.
  • This option is useful for when you want messages categorized to a certain Project right as they arrive, but you want to file it yourself later.

* This option is applicable only to rules that assign/file messages to your Project folders, and not rules that file to the folders within the special ClearContext Autofiled folder

Pending Tab for Dashboard Released

Just a quick note to announce the production release of the Pending Tab for the Dashboard. The new Pending functionality streamlines the main Dashboard task list to those are actionable and moves Followup and check later type to-dos to the Pending list. See full details in our previous notes here and here.

The update is rolling out to Beta and Early Adopter channels now and will continue with all users shortly.

Updated Beta – Pending Tab in Dashboard

We have decided to do one more quick beta update as a new capability has been added to the new Pending functionality. Tasks tagged with specific context categories can now be listed in the Pending tab and excluded from the regular Dashboard task list.

By default, tasks with an @pending category will be managed in the Pending list. The context categories used for the Pending list can be customized by clicking on the gear icon in the Pending tab. Commonly used GTD categories such as @waiting or @someday may be ones that you want to define as Pending categories.

Unless we encounter any unexpected difficulties, this beta version will be transitioning to production later this month.

Beta Pending Tab in Dashboard

A Beta preview is available for the new Pending tab in the Overview Dashboard. The Pending mode allows for the separation of tasks from the Dashboard that are actionable now versus ones that are awaiting some trigger in the future. This separation de-clutters the to-do list and focuses it more on things that can be worked on. In addition, the Pending list provides a place for Deferred messages to be monitored.

  • Followup tasks have been relocated to the Pending area. If awaiting a specific response, the pending email contact is listed in the subject line as well. The task can be interacted with in the same way as the Overview tab by marking complete, double clicking to open, or right clicking for other actions. If the Followup is automatically cancelled due to a response, it will no longer appear here.
  • Deferred messages that were snoozed and are awaiting return to the Inbox can now be viewed here. The date field shows the scheduled return date as well as the message received time. Previously, the only way to see the pending Deferred messages was to look through the Deferred message storage folders.

Users who have opted in to the Beta update channel are being automatically updated to this beta preview. If you would like to try this preview, please go to your ClearContext Account screen in Outlook and enable the Beta tester updates. Then for an immediate update, select the check updates link in the ClearContext->About screen.

We look forward for your feedback, and please feel free to comment below or directly to support.