We can all use a tip to shave a few seconds off when searching for an email, so here are a few tricks that I use that you may like to implement yourself. Be sure to share with your estate planning team members.
Start by organizing your email by folders. I've worked with many law firms and I know that you do take advantage of folders for sorting your client communication. But how about creating folders for employees or other common contacts? Doing so can really help you find or refer back to an important email quickly.
Next, step it up by creating email rules or message rules. Every email client will have a different process for creating rules, but basically:
- Initiate a New Rule,
- Set the Condition, (i.e., From line contains people),
- Set the Action, (i.e., Move to a folder),
- Customize the "Values" of each condition,
- Name your message rule, (i.e., Hanna's Mail) and
Finally, what about those folders that you've created and you have one or a few that you use over and over again but they start with 'M' or 'S' and you have to scroll down your folder list to find them? A simple trick! Rename your folder 1Miller and 1Smith, for example. Now those few folders that you use often will go right to the top.
A Bit of Humor
What street does a ghost live on?
A dead end.
What kind of teeth can you buy with a dollar?
Have a great week!