Are You Using Saved Searches?

Saved Searches saved my life.

Well, not really. But when you have email you want to keep track of but you don’t want to check 15 mailboxes throughout the day, you’ll feel like Saved Searches are a dream come true.

You have a lot of options in using Email Center Pro Saves Searches. You can search for mail by date, sender, subject, tag, and about 15 other criteria. And you can combine criteria, so you can look for mail sent by Bob between January 1 and January 15. Or mail sent by Bob and tagged Follow Up. Or mail sent by Bob, assigned to Janet, tagged Newsletter, and unread. You get the idea…

Saved Searches

Now, there are two ways to use this. There’s the one time search, where you just really need to find that one email. You can put together a saved search, but not save it. Find what you’re looking for, and then just move on.

Or you can create the searches that you’re going to use time after time. For instance, I have saved searches created to show me all the mail my supervisor sent related to certain products (by tag and by subject line) . By defining the search criteria and saving the search,  I can easily look at all the mail I want to see.

Once created and saved, you have the option of sharing your search. So if it’s a personal one that nobody else really needs access to, fine. It’s only available to you. But if you want your team members to use the search to track the particulars as you’ve described them, then you just click the Share box, and your search will show up in everyone’s list.

Now, here’s the coolest part: You can create an alert to tell you when there’s mail that meets the criteria of your Saved Search! Check out my next post for details on setting up the alerts you need to make your life even easier.

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7 Comments on this post »

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