Categorising Emails Automatically.

[bluphoto]

I've recently realised I need to "manage" my mail in a smarter way than I was doing recently where I was archiving mail by "month received" rather than anything more clever. I tried making a folder for each "topic" instead of my month, but then I couldn't find the best place to store emails which covered multiple topics.




Instead, I've decided to assign categories to my mail, and continue the monthly archive.




So far so good, but rather than manually categorise absolutely every mailitem, I really want to make things simpler by automating the process slightly.




I'd like to set something up (likely by VBA checking/saving a "category string" in the mail body) which does the following:
> When I send a mail, I can categorise it before sending, and any replies I receive to that email will retain the same categorisation.
> When I reply to a mail, the categories from the received item are reflected in the reply being composed.




Note that this is a work PC and I have no administrative access to directly check the registry or install third party applications.




any advice or input as to how this might be achieved would be appreciated.




Guy

 

[Diane Poremsky]

What version of Outlook?

The second one is fairly easy but requires reg access - you need to set a reg key that keeps the category on sent items. Outlook should automatically assign the category that was used by the original. Sending Categories on Email Messages - Slipstick Systems

The first is a lot more difficult. It might be easier to add a unique string to the message then use instant search or search folders to find messages with those strings. This would eliminate the need to edit the registry to keep categories on sent items. You could create rules to add categories based on words in the message body.