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Outlook Tale Seldom Told

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  • D David ONeil

    With all of the posts I found about people moving their contacts to Google and Thunderbird, I figured I'd give an example of the opposite of that trend. Been using Mozilla since waayyyy back when. I recently finished creating videos to augment a book I wrote about some of the astronomy of our ancestors, and I found that I needed a better contact organizer, to keep track of the emails, follow-ups, and other items that come up as I publicize the book. TBird wasn't cutting it at all, so I spent a day setting up Outlook (2003, as it's what I have) with all of the accounts I use, and transferring thousands of emails. Figured out its rules, etc., and I'm happy to say that it is an amazing package, now that I know it better. I can tell that it will be *much* easier to use than the Excel spreadsheet I was starting up (and maybe more powerful than the Google option)! Yay! I wish that it had an option to move emails from the Inbox to a folder instead of copy them, though. That means I'll always have to manually delete the Inbox contents unless I find another solution. It's been a while since I said 'Hi' in here, because my other work has kept me busy, but 'Hi' again! Maybe I'll be able to spend more time at CP in the future, and finally get my articles updated and organized. If you are curious about some of the astronomy I've been working on, the YouTube videos can be viewed through the links on my site at http://www.randommonkeyworks.com/latd/latdOverview.php[^]. David

    My website :: The astronomy of our ancestors: Book :: Videos

    K Offline
    K Offline
    Kenneth Ballard
    wrote on last edited by
    #3

    David O'Neil wrote:

    I wish that it had an option to move emails from the Inbox to a folder instead of copy them, though. That means I'll always have to manually delete the Inbox contents unless I find another solution.

    There is a way to set up your rule to move messages instead of just copy them. I use Outlook 2003 at home as well (2007 at work), and I have rules set up to move messages out of the inbox. Read through the checklist of rule options -- "Move to selected folder" or something like that should be one of them.

    D 1 Reply Last reply
    0
    • D David ONeil

      With all of the posts I found about people moving their contacts to Google and Thunderbird, I figured I'd give an example of the opposite of that trend. Been using Mozilla since waayyyy back when. I recently finished creating videos to augment a book I wrote about some of the astronomy of our ancestors, and I found that I needed a better contact organizer, to keep track of the emails, follow-ups, and other items that come up as I publicize the book. TBird wasn't cutting it at all, so I spent a day setting up Outlook (2003, as it's what I have) with all of the accounts I use, and transferring thousands of emails. Figured out its rules, etc., and I'm happy to say that it is an amazing package, now that I know it better. I can tell that it will be *much* easier to use than the Excel spreadsheet I was starting up (and maybe more powerful than the Google option)! Yay! I wish that it had an option to move emails from the Inbox to a folder instead of copy them, though. That means I'll always have to manually delete the Inbox contents unless I find another solution. It's been a while since I said 'Hi' in here, because my other work has kept me busy, but 'Hi' again! Maybe I'll be able to spend more time at CP in the future, and finally get my articles updated and organized. If you are curious about some of the astronomy I've been working on, the YouTube videos can be viewed through the links on my site at http://www.randommonkeyworks.com/latd/latdOverview.php[^]. David

      My website :: The astronomy of our ancestors: Book :: Videos

      OriginalGriffO Offline
      OriginalGriffO Offline
      OriginalGriff
      wrote on last edited by
      #4
      1. Right click your example email, and select "Create Rule". 2) Set your selection criteria, and press "Next >" 3) Top of the list is "move it to the specified folder". Tick it., and click on "Specified" in the box below. 4) Select the folder you want to move it to, and press "Finish" Done! The only problem I found is that sometimes it doesn't bother running the rules at all - never have worked out why, but a quick "Tools...Rules Wizard...Run Now" sorts it out.

      Did you know: That by counting the rings on a tree trunk, you can tell how many other trees it has slept with.

      "I have no idea what I did, but I'm taking full credit for it." - ThisOldTony
      "Common sense is so rare these days, it should be classified as a super power" - Random T-shirt

      D 2 Replies Last reply
      0
      • OriginalGriffO OriginalGriff
        1. Right click your example email, and select "Create Rule". 2) Set your selection criteria, and press "Next >" 3) Top of the list is "move it to the specified folder". Tick it., and click on "Specified" in the box below. 4) Select the folder you want to move it to, and press "Finish" Done! The only problem I found is that sometimes it doesn't bother running the rules at all - never have worked out why, but a quick "Tools...Rules Wizard...Run Now" sorts it out.

        Did you know: That by counting the rings on a tree trunk, you can tell how many other trees it has slept with.

        D Offline
        D Offline
        David ONeil
        wrote on last edited by
        #5

        That's the ticket! Why doesn't Outlook give the same options in its regular rule creation process as it does that way??? Grrr.... Thanks!

        My website :: The astronomy of our ancestors: Book :: Videos

        OriginalGriffO C 2 Replies Last reply
        0
        • D David ONeil

          That's the ticket! Why doesn't Outlook give the same options in its regular rule creation process as it does that way??? Grrr.... Thanks!

          My website :: The astronomy of our ancestors: Book :: Videos

          OriginalGriffO Offline
          OriginalGriffO Offline
          OriginalGriff
          wrote on last edited by
          #6

          What?!? And be able to use the same code for the same job? Are you trying to put us all out of business? :laugh:

          Did you know: That by counting the rings on a tree trunk, you can tell how many other trees it has slept with.

          "I have no idea what I did, but I'm taking full credit for it." - ThisOldTony
          "Common sense is so rare these days, it should be classified as a super power" - Random T-shirt

          D 1 Reply Last reply
          0
          • OriginalGriffO OriginalGriff

            What?!? And be able to use the same code for the same job? Are you trying to put us all out of business? :laugh:

            Did you know: That by counting the rings on a tree trunk, you can tell how many other trees it has slept with.

            D Offline
            D Offline
            David ONeil
            wrote on last edited by
            #7

            So sorry! Won't happen again (today)!

            My website :: The astronomy of our ancestors: Book :: Videos

            1 Reply Last reply
            0
            • OriginalGriffO OriginalGriff
              1. Right click your example email, and select "Create Rule". 2) Set your selection criteria, and press "Next >" 3) Top of the list is "move it to the specified folder". Tick it., and click on "Specified" in the box below. 4) Select the folder you want to move it to, and press "Finish" Done! The only problem I found is that sometimes it doesn't bother running the rules at all - never have worked out why, but a quick "Tools...Rules Wizard...Run Now" sorts it out.

              Did you know: That by counting the rings on a tree trunk, you can tell how many other trees it has slept with.

              D Offline
              D Offline
              David ONeil
              wrote on last edited by
              #8

              Aargs!!! After playing with it more, I realized that it is defaulting to creating rules for INCOMING email, although I right-clicked on an outgoing email! In short, I can't find a method to automatically transfer outgoing emails to specific folders and deleting the emails from the global Inbox. Only make copies... Needs more programming.

              My website :: The astronomy of our ancestors: Book :: Videos

              OriginalGriffO 1 Reply Last reply
              0
              • D David ONeil

                With all of the posts I found about people moving their contacts to Google and Thunderbird, I figured I'd give an example of the opposite of that trend. Been using Mozilla since waayyyy back when. I recently finished creating videos to augment a book I wrote about some of the astronomy of our ancestors, and I found that I needed a better contact organizer, to keep track of the emails, follow-ups, and other items that come up as I publicize the book. TBird wasn't cutting it at all, so I spent a day setting up Outlook (2003, as it's what I have) with all of the accounts I use, and transferring thousands of emails. Figured out its rules, etc., and I'm happy to say that it is an amazing package, now that I know it better. I can tell that it will be *much* easier to use than the Excel spreadsheet I was starting up (and maybe more powerful than the Google option)! Yay! I wish that it had an option to move emails from the Inbox to a folder instead of copy them, though. That means I'll always have to manually delete the Inbox contents unless I find another solution. It's been a while since I said 'Hi' in here, because my other work has kept me busy, but 'Hi' again! Maybe I'll be able to spend more time at CP in the future, and finally get my articles updated and organized. If you are curious about some of the astronomy I've been working on, the YouTube videos can be viewed through the links on my site at http://www.randommonkeyworks.com/latd/latdOverview.php[^]. David

                My website :: The astronomy of our ancestors: Book :: Videos

                E Offline
                E Offline
                Ennis Ray Lynch Jr
                wrote on last edited by
                #9

                I use Thunderbird for emails not contact management.

                Need custom software developed? I do custom programming based primarily on MS tools with an emphasis on C# development and consulting. I also do Android Programming as I find it a refreshing break from the MS. "And they, since they Were not the one dead, turned to their affairs" -- Robert Frost

                1 Reply Last reply
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                • K Kenneth Ballard

                  David O'Neil wrote:

                  I wish that it had an option to move emails from the Inbox to a folder instead of copy them, though. That means I'll always have to manually delete the Inbox contents unless I find another solution.

                  There is a way to set up your rule to move messages instead of just copy them. I use Outlook 2003 at home as well (2007 at work), and I have rules set up to move messages out of the inbox. Read through the checklist of rule options -- "Move to selected folder" or something like that should be one of them.

                  D Offline
                  D Offline
                  David ONeil
                  wrote on last edited by
                  #10

                  Only works for incoming emails, as far as I can find. Outgoing only gives the option of copying. You said you'd succeeded, so I must be overlooking something???

                  My website :: The astronomy of our ancestors: Book :: Videos

                  K R 2 Replies Last reply
                  0
                  • D David ONeil

                    Aargs!!! After playing with it more, I realized that it is defaulting to creating rules for INCOMING email, although I right-clicked on an outgoing email! In short, I can't find a method to automatically transfer outgoing emails to specific folders and deleting the emails from the global Inbox. Only make copies... Needs more programming.

                    My website :: The astronomy of our ancestors: Book :: Videos

                    OriginalGriffO Offline
                    OriginalGriffO Offline
                    OriginalGriff
                    wrote on last edited by
                    #11

                    Same thing, but right click in the Sent Mail folder, and use the "sent to people or distribution list" option. Then "Move it to..." as before. I have never tried that before, but it seems to work when I set up a test mail.

                    Did you know: That by counting the rings on a tree trunk, you can tell how many other trees it has slept with.

                    "I have no idea what I did, but I'm taking full credit for it." - ThisOldTony
                    "Common sense is so rare these days, it should be classified as a super power" - Random T-shirt

                    D 1 Reply Last reply
                    0
                    • R R Giskard Reventlov

                      David O'Neil wrote:

                      I wish that it had an option to move emails from the Inbox to a folder instead of copy them, though. That means I'll always have to manually delete the Inbox contents unless I find another solution.

                      Right-click, Move to Folder??? (Outlook 2007 - was that in 2003?)

                      "If you think it's expensive to hire a professional to do the job, wait until you hire an amateur." Red Adair. nils illegitimus carborundum me, me, me

                      D Offline
                      D Offline
                      David ONeil
                      wrote on last edited by
                      #12

                      It's there, but I don't want to have to do it for every message...

                      My website :: The astronomy of our ancestors: Book :: Videos

                      1 Reply Last reply
                      0
                      • D David ONeil

                        That's the ticket! Why doesn't Outlook give the same options in its regular rule creation process as it does that way??? Grrr.... Thanks!

                        My website :: The astronomy of our ancestors: Book :: Videos

                        C Offline
                        C Offline
                        Christopher Duncan
                        wrote on last edited by
                        #13

                        And now you know why people bitch about Outlook. :) Even so, it's what I use. And if you have more robust needs, check out their Business Contact Manager add on for it, which I also use. By the way, congrats on the book. Wouldn't want to bore the folks here, but if you'd like to kick around marketing and promotional ideas, just drop me an email. I'd be interested in hearing how you go about things, since you're obviously motivated.

                        Christopher Duncan
                        www.PracticalUSA.com
                        Author of The Career Programmer and Unite the Tribes
                        Copywriting Services

                        D 1 Reply Last reply
                        0
                        • OriginalGriffO OriginalGriff

                          Same thing, but right click in the Sent Mail folder, and use the "sent to people or distribution list" option. Then "Move it to..." as before. I have never tried that before, but it seems to work when I set up a test mail.

                          Did you know: That by counting the rings on a tree trunk, you can tell how many other trees it has slept with.

                          D Offline
                          D Offline
                          David ONeil
                          wrote on last edited by
                          #14

                          Hmmm. It isn't account specific, and if you create an email to someone not in your contacts the message will stay in the global sent folder.... (Unless I'm missing something.)

                          My website :: The astronomy of our ancestors: Book :: Videos

                          1 Reply Last reply
                          0
                          • C Christopher Duncan

                            And now you know why people bitch about Outlook. :) Even so, it's what I use. And if you have more robust needs, check out their Business Contact Manager add on for it, which I also use. By the way, congrats on the book. Wouldn't want to bore the folks here, but if you'd like to kick around marketing and promotional ideas, just drop me an email. I'd be interested in hearing how you go about things, since you're obviously motivated.

                            Christopher Duncan
                            www.PracticalUSA.com
                            Author of The Career Programmer and Unite the Tribes
                            Copywriting Services

                            D Offline
                            D Offline
                            David ONeil
                            wrote on last edited by
                            #15

                            Thanks. I'll email later.

                            My website :: The astronomy of our ancestors: Book :: Videos

                            1 Reply Last reply
                            0
                            • D David ONeil

                              Only works for incoming emails, as far as I can find. Outgoing only gives the option of copying. You said you'd succeeded, so I must be overlooking something???

                              My website :: The astronomy of our ancestors: Book :: Videos

                              K Offline
                              K Offline
                              Kenneth Ballard
                              wrote on last edited by
                              #16

                              Your message said copying from the Inbox, which implies incoming e-mails. Unfortunately an automatic rule can't be created for moving the messages when the message is sent in Outlook.

                              D 1 Reply Last reply
                              0
                              • K Kenneth Ballard

                                Your message said copying from the Inbox, which implies incoming e-mails. Unfortunately an automatic rule can't be created for moving the messages when the message is sent in Outlook.

                                D Offline
                                D Offline
                                David ONeil
                                wrote on last edited by
                                #17

                                The joys of dyslexia. Sorry, but thanks for the clarification. Too bad. Manual deletion it is... (The other aspects of Outlook still more than make up for this shortcoming.)

                                My website :: The astronomy of our ancestors: Book :: Videos

                                1 Reply Last reply
                                0
                                • D David ONeil

                                  Only works for incoming emails, as far as I can find. Outgoing only gives the option of copying. You said you'd succeeded, so I must be overlooking something???

                                  My website :: The astronomy of our ancestors: Book :: Videos

                                  R Offline
                                  R Offline
                                  Roger Wright
                                  wrote on last edited by
                                  #18

                                  I still think there's a way to do it using rules. In 2007 you can construct a rule in the Tools menu, using the check sent items template, then select either a contact or a distribution list, and define a folder to send it to. I think 2003 had this option, but it might not be as easy to find. The rule editor is pretty flexible, and you have the option to apply the new rule to your existing emails, saving a bunch of time. If that doesn't work, you can always select multiple items, right click, and send them all to another folder.

                                  "A Journey of a Thousand Rest Stops Begins with a Single Movement"

                                  D 1 Reply Last reply
                                  0
                                  • R Roger Wright

                                    I still think there's a way to do it using rules. In 2007 you can construct a rule in the Tools menu, using the check sent items template, then select either a contact or a distribution list, and define a folder to send it to. I think 2003 had this option, but it might not be as easy to find. The rule editor is pretty flexible, and you have the option to apply the new rule to your existing emails, saving a bunch of time. If that doesn't work, you can always select multiple items, right click, and send them all to another folder.

                                    "A Journey of a Thousand Rest Stops Begins with a Single Movement"

                                    D Offline
                                    D Offline
                                    David ONeil
                                    wrote on last edited by
                                    #19

                                    You can do the same in 2003, but as far as I can tell, that won't do what I'm trying to do. That seems to allow you to send all messages from selected contacts into specified folders. It won't allow you to move all messages from selected accounts to a specific folder. The manual move is an option, or else you can automatically copy the items using rules and then manually delete them from the sent box.

                                    My website :: The astronomy of our ancestors: Book :: Videos

                                    R 1 Reply Last reply
                                    0
                                    • D David ONeil

                                      You can do the same in 2003, but as far as I can tell, that won't do what I'm trying to do. That seems to allow you to send all messages from selected contacts into specified folders. It won't allow you to move all messages from selected accounts to a specific folder. The manual move is an option, or else you can automatically copy the items using rules and then manually delete them from the sent box.

                                      My website :: The astronomy of our ancestors: Book :: Videos

                                      R Offline
                                      R Offline
                                      Roger Wright
                                      wrote on last edited by
                                      #20

                                      Ah, I see. In 2007 you can start with a blank rule, then select "through the specified account" as a criterion. It works either sending or receiving.

                                      "A Journey of a Thousand Rest Stops Begins with a Single Movement"

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