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.

Want ECP News? Check Your Dashboard

Among all the widgets available on your Email Center Pro dashboard, there’s one that’s very near and dear to my heart. It’s the ECP Updates widget, which will let you know every time I write another scintillating blog post. If you were looking at it right now, you’d be seeing this whole paragraph in the preview! It would look like this:

ECP Updates

Since I haven’t actually been taking advantage of the connection between this blog and the ECP dashboard until now, I thought it might be a good time to link back to some recent posts you might have missed.

First, let’s talk about managing contacts. Most email programs have some version of contact management, but they don’t usually cross over to functions outside of email. Check out 3,2,1 Contact… How Do You Keep Track to find out how much more Email Center Pro has to offer.

Learning how to control your email is a common thread on this blog. The recent Who’s the Boss post addressed some outdated ways to gain the upper hand, and suggests alternatives to the same-old same-old approach.

Finally, we see the frequent articles and blog posts about the demise of email at the hands  social media and we just don’t agree. Don’t Believe the Hype offers a counter argument to the currently popular “email is dead” chorus.

Get help: Any row, any time

Our software offers two ways to get data into your tables – table Wizards, which walk you through the data entry and questions about expected sales, costs, expenses, and so on, and table Spreadsheets, where you can enter the data directly in a format similar to Microsoft Excel.

While the wizards are designed for users who aren’t used to doing their own financial projections, the spreadsheets still offer a great deal of help in understanding what kind of data belongs where.

Row Help
In addition to the general Instructions above each table, spreadsheets contain definitions for every row, which depend on your Table Settings. To see Row-by-row help in your Spreadsheet, simply click on a cell in the row you wish to learn more about, and read the definition which displays along the bottom of your program window.

Can’t See Row-by-Row Help?
If you do not see the Row definition window below your spreadsheet, make sure there is a checkmark next to Row by Row Help on the View menu.

Example
The top line of your Row-by Row help lists the row number and label, to make sure you are reading the right definition. In the example below, all three row names have been filled in; note how the new row labels appear as part of the row definitions (“University Students“).

Row by Row Help

Business Plan Pro tip: How Do I…?

I have a confession: I hate to read help files.

How could this be? I WRITE help files for a living!

Well, first, they often have so much information it takes forever to wade through it to find what I want, and I’m terribly impatient. Secondly, help authors seem to phrase everything in unexpected ways – if I want to know about ADDING, they talk about SUMS. Harrumph. I’d much rather turn around and ask the expert user sitting next to me a question, in plain English, that cuts right to what I want to do.

Did you know that we’ve tried to give you that quick, expert user answer on every screen of Business Plan Pro?

How Do I?At the top right of every screen, just below the buttons to close and minimize the program, is a little “How Do I?” button, offering shortcuts to the most common questions our users have. Go ahead and click it; I bet your question is in there.

And since planning involves different tasks, like writing text, projecting financials, printing your plan, etc., the How Do I? button will give you additional task-specific tips when you click it from within a topic, table, or chart.

So there you go. A little digital expert to consult for your quick questions, with quick, easy to follow, simple answers.

Of course, when you’re ready for more complex questions, like the difference between expenses and assets, or whether labor costs for production belong in your Sales Forecast or your Profit and Loss tables, we’ve got that covered in the full Help file.

With features like full-text searching, an Index, and lots of ‘Related Topics’ links, we hope using the Help is easier in our programs than in some software we’ve had to use. But, if you end up using only the built-in Instructions, Wizards, and the occasional How Do I? tip, we won’t blame you.

In fact, we designed it that way.

Customer Service

1-800-229-7526

customerservice@paloalto.com