There is not much that needs to be done to reap the advantages of NEO email organization after installing the software, but there is one chore that is a bit intimidating. After the installation process is completed you will notice that although NEO correctly names many correspondent folders, there are many others that need attention. This happens because NEO finds only an email address or is confused about whether the name it finds is an individual or a company. NEO also makes a separate folder for each email address when you might really want multiple email addresses in a single correspondent folder. So, to get maximum utility from the software one must go through the correspondent folders and clean things up.
It is a one-time task, for the most part. Correspondent folders can easily be viewed by “tree” order. NEO uses three folders when set for this view of the correspondent folders--New, Current and Dormant--that can be configured to meet your needs. So, once you initially get the names cleaned up, it is easy to view the new correspondent folders from time-to-time and make any changes where NEO makes an error in constructing the folder name.
This initial clean-up process will also enable you to create bulk mail folders for messages that belong under that tab instead of the correspondent tab. Or, you may find situations where you want both a correspondent folder and a bulk mail folder for the same messages. Either can be easily accomplished as you go through the process of cleaning up the correspondent folders.
When this project is completed, the full power of NEO is at your fingertips. The other configurable components of NEO like using categories, various tag states, creating hot folders, moving unsorted bulk mail into appropriately named bulk mail folders, and creating search folders are good things to do and are much less labor intensive to accomplish.
You will also want to play around with the many option settings in NEO. There are many alternatives under five tabs in the option window; General, Workflow, Reading Pane, Format and New Mail. After reviewing NEO Help concerning these matters, it may also be a good idea to read the many suggestions about these options shared by successful users at the NEO website. People find amazingly different ways to use the power of NEO and what works best for you will be mostly a matter of personal preference.
