59Set Up Your Filing System
One big key to e-mail efficiency is knowing how to file messages so that they are easy to retrieve when you need them. All e-mail programs offer filing options that allow you to set up your storage system in a way that reflects the way you work—and possibly the way you already have your paper files organized. Here are a few main options.
File by client name. If your work is account-based, with lots of different clients, it makes sense to set up a folder for each customer. For example:
However, if you have several hundred clients to keep tabs on (no pun intended), create general folders that divide the clients into broader ...
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