IMS Pro Tips: Conversation Management

Final Installment of Our IMS Pro Tips Series

Good conversation management is key to efficiently organizing and processing email.  As discussed previously, Topic Assignment and Filing is the first step in taking control of the Inbox.  Beyond that, the ClearContext RelatedView and AutoAssign features are excellent tools for keeping your Inbox organized and staying on top of email correspondence.

Want to get a global picture of all items in the current email conversation?  RelatedView shows all email in the message thread, along with tasks and appointments generated from that conversation.

Automatically categorize and prioritize email conversations.  AutoAssign allows you to create rules to designate a topic, message priority, and/or automatically file messages that meet specific criteria. This is helpful for proactively categorizing incoming email and automatically filing newsletters and other bulk email.