View Single Post
  #2  
Old 01-10-2006, 05:58 PM
xja xja is online now
Registered User
 
Join Date: 01-06-2005
Posts: 146
Not exactly what you are looking for and unfortunately not automated but what I have done to deal with email correspondence is... I created a new Template item called "Mail Thread", setup its Child Items pane to include Item Title, From and Message Date, sorted by Message Date. Then when I have an email conversation that I want to keep track of, I create a new Mail Thread item, name it according to the subject of the conversation, and then paste all Outlook mail items for that conversation into it (ie, the mail items are children of the Mail Thread item). When you select the Mail Thread item, they appear in the Child Items pane in chrono order. You can add notes about the conversation to the Mail Thread item (in Item Details or as a Text child). You can link related Contacts, web pages, documents, etc. to the Mail Thread item.

In your case, you might create a template called "Correspondence," add Date Created to the Child Items pane, sort by it, and then maybe create other templates called "Phone Call" and "Mail Thread" (eg, as defined above) that you can use as children to the Correspondence template.

Unfortunately, you need to manually create and link the hierarchy of items each time you have correspondence. It would be really cool if you could, for instance, select a list of emails of the same thread and then paste into UR such that it automatically creates a Mail Thread item with the emails as children and automatically links the Contact items for the correspondents into the Mail Thread. Or to select a Contact and click "Log phone call" command and have it create a new Phone Call item with the Contact linked to it.

You could use something like MacroMaker to try to automate this. I did that so that I can select an email in Outlook, hit a shortcut key combination and the macro copies the email, switches to UR, creates a Task, and then pastes/links the email to the Task.

Last edited by xja; 01-10-2006 at 06:04 PM.
Reply With Quote