09 Mar 2008 03:49:55 | Kathy Burns-Millyard
Keeping your email organized is imperative, especially in
corporate or small business settings. When you use email for
business purposes, you are essentially handling customer files.
Because of the importance of this for even the smallest of
businesses, those files should stay as organized as possible.
You wouldn't just lump all of your paper customer files into a
corner would you? Most of us wouldn't, so here are some ways to
keep the email files (correspondence) organized as well.
If your business email inbox is currently cluttered with
hundreds of old items, set aside some time to clear it out. This
first clearance may take several hours, so you may want to
delegate some weekend or evening time to tackle it.
Filing Methods
Before starting the actual filing of the items, you'll need to
brainstorm your organizational structure. If you do not have a
solid contact management software program, I strongly suggest
investing in one. My preference is GoldMine, and I'll explain
why further on in this section. For now, you simply need to
decide how you work, and what filing system will work best for
you personally. If you need help coming up with filing and
organizational ideas, here are a few popular ones:
1.Customer Name Folders – Create email folders that are named
the same as your customers. All email to or from a particular
customer will be filed to that customer's individual email
folder. 2.Project Name Folders – If you work primarily with
projects, you can create email folders that match past, existing
or future project names. From there, you can file all email
related to the project, regardless of who it is to or from, into
the corresponding project folder. 3.Month and Year Folders –
Create email folders that are named for each month and year.
Then file all email sent or received in that month/year into the
matching folder. 4.Print File Cabinet Mirror – Create email
folders named to match your Print File Cabinet system. Then file
email into the email folders in the same way that you file print
papers into your hard copy system.
Once you have decided how you want to organize your email, set
up the folders and then go through each and every item in your
inbox. This is the part that may take hours so make sure you
have set aside enough time to fully complete the job.
While you're sorting your messages, you may find several items
that have not yet been addressed but need to be. Try to address
these before filing them, or make a note on your calendar or
to-do list. Alternatively, if your email system has the
capability, you can mark them for completion later. Be aware
however: If you file the messages away you are not likely to
address them later unless you have something scheduled that
reminds you to. So, if you can, it is better to address them now
and get them out of the way.
If your email program has the ability to link messages to
contacts, I strongly suggest using this feature. This is the
primary reason I use the GoldMine software. With GoldMine, I can
keep a running history for each and every person I come into
contact with. All email messages sent or received can be filed
into the history right along with the appointments, phone calls,
faxes, project notes and any other correspondence I have
accumulated.
By utilizing contact management software that files email
according to the person whom the email is from or to, you do not
have to continuously search through various email folders when
trying to find a specific item.
Ongoing Habits
Now, once you have spent the initial time needed to organize
your inbox, it is fairly easy to keep it organized from that
point forward. It may take a bit of effort to get into the habit
in the first week or two, but usually the joy of having it all
cleaned out helps to motivate you into keeping it cleaned.
Excerpt from: "Don't Put Into Email Today What You Do Not Want
to See on Headline News Tomorrow" - A Guide To Effective And
Professional Email Communication. Read it free at
http://www.sasezpublications.com/Reports/Effective-Email/
About Author :
(C) 2002, Kathy Burns.