Using Email Search Folders - Part 2: Create a custom Search Folder

(This applies to Outlook 2007 and Outlook 2003)

This is a powerful feature in Outlook that should be listed under "Best Practices".

1. In Mail view, click on "File" and scroll to New, and then click Search Folder. (Or you can click on the little black arrow to the Right of "New" and scroll directly to Search Folder.)

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To open the New Search Folder dialog box, press CTRL+SHIFT+P.

2. A new window opens - scroll down to the bottom and click Create a custom Search Folder.

3. Under Customize Search Folder, click Choose.

4. Type a name for your custom Search Folder.

5. Click Criteria, select the options that you want from the Messages, More Choices and or Advanced tabs, and then click OK.

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You can get very specific selecting criteria - so it's best to have an idea of what you want your results to be before you create your Search folder.

6. Click Browse, select the folders that you want to be searched (the Personal Folders it the Default selection), and then click OK three times.

NOTE 1:
To change the criteria for a Search Folder, right-click the folder, click Customize this Search Folder, click Criteria, and then change the criteria. The criteria of Search Folders in the Reading Mail group cannot be changed

NOTE 2:
In addition to the default Search Folders, Outlook includes a list of predefined Search Folders. You can customize a predefined Search Folder with your own search criteria.

For some one-on-one or small group training go to
http://www.impactyoursalesnow.com/managing-your-database.html

Jeff graves
Outlook Training for Outlook 2007 and Outlook 2003

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