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Identify
Manage
Succeed
The ClearContext Inbox
Immediately following setup, you will see that IMS is
automatically prioritizing and color-coding your email based on several
key factors, including sender, message priority, thread participation,
and email directness. Automated features include:
- Inbox prioritization - IMS uses contact
and email message information to prioritize your emails;
highlighting your most important email in red and blue and placing
junk/spam messages in black and gray.
- Color Coding - Customized ClearContext views
group messages with similar priority scores within the inbox and
assign a color code based on the priority.
- Thread Organization - All of the responses in a thread (or "conversation") of emails with the same subject are placed next to each other in your Microsoft Outlook Inbox, allowing quick review all email on a given subject.
For more information on Inbox Views, see the Advanced View Management section of this guide.
In addition, you will find that IMS has installed toolbars in the Inbox and open item windows to provide greater control over email prioritization and processing. Our user guide will help you take advantage of these features. For additional information on ways to use IMS, see our video tutorials.
Usage Tips
At the end of each section of this user guide, we provide tips on utilizing IMS's advanced features. We encourage you to review and implement many of these suggestions to maximize the value you gain from the application. Here are a few tips to get you started:
Modify Contact Priority: IMS prioritizes your inbox based on several key factors, including contact priority. To see the impact contact priorities have on email placement, open an email message from an important email address. Click the Contact button and adjust the contact's priority via the ClearContext contact toolbar. Select OK when asked to rescore. Inbox prioritization will automatically be adjusted to reflect the contact's new priority.
Assign Topics: Topics are the key to the IMS organization system. Click the Topic button to assign a Topic to email conversations. All future messages in this thread, along with any tasks or appointments generated from it, will be tagged with this Topic. This will allow you to use the IMS Dashboard to view all of your messages, tasks and appointments related to a given Topic.
Downloadable User Guide: A PDF version of the v4 user guide can be downloaded here.
