Recent content by BrianDavisCPA

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    Saving items under a folder

    considered categories. But i have hundreds of clients - having to set the categories of the thousands of emails and tasks that i do seems daunting. I use an email filing app (simplyfile) that creates folders and saves emails and replies to those folders. Ideally i would want something that...
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    Saving items under a folder

    I have folders set up for each client i work with. I file emails from or to each client in the client folder. Sometimes i flag an email to the to-do list. When i go to the to-do list i can see the emails that i've flagged, and i have them grouped by the folder that the email is saved in...
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