Folder Lists

Overview to Folder Lists

Each NEO view has its own Folder List. When a folder in the list is selected its messages are displayed in the List Pane.

Folder Basics

Folders are containers for your messages. The operations you can perform on folders vary depending on the type of folder. To see the available operations for a folder, right-click the folder. Here are the available operations for a Correspondent folder:

Common folder operations

Make Hot Make any folder available in Hot view - Ctrl+H.

Search in folder Go to Search view with the folder selected for searching.

Move folder Move to another folder or top-level folder within a view - Shift+Ctrl+V.

Combine folders Combine one folder with another. You can also drag and drop the source folder onto another.

Remove folder Delete a folder without deleting the underlying messages - Alt+Del.

Delete folder Delete a folder including the messages in it - Del.

Rename folder Change the name of a folder - F2.

New folder Create a new folder - Shift+Ctrl+E. You can often choose between a folder and a group folder.

Folder properties View the folder properties - Enter or double-click.

Special folder operations

Empty folder Permanently delete the folder's messages (available for Deleted Items and Spam Senders).

New message to Compose a new message using one of the email addresses of a Correspondent or Bulk Mail folder - Ctrl+E.

Open Contact Open or create (with confirmation) an Outlook contact based on the email addresses of a Correspondent or Bulk Mail folder - Shift+Ctrl+O.

Make Current For views containing the New, Current, Dormant folders, move folder into the Current area.

Make Dormant For views containing the New, Current, Dormant folders, move folder into the Dormant area.

Change to Corresp Change class of a Bulk Mail folder to Correspondent.

Change to Bulk Change class of a Correspondent folder to Bulk Mail.

Reset Active Mail For Active Mail folder, Reset all Active Mail (Shift+ F11), reset Correspondent Active Mail (Shift+Ctrl+F11), or reset Bulk Active Mail (Ctrl+F11).

Refresh search Re-run a search folder to update it based on its search parameters.

Jump to Outlook Jump to the corresponding Outlook folder. Do this for Contacts, Calendar, etc. as well as your user-defined folders - Enter or double-click.

Finding Folders in the List

The fastest way to find a folder in long Folder Lists is to use the Folder List Filter. Enter characters into the textbox at the top, and the list will display only those folders with the characters in it.

For example, to quickly find Mary Jennings folder, entering 'mary' is sufficient to reduce the folder set to a small enough set to select it.

Notice that when a filter is in effect, the background is displayed in the filter background color.

Here are some shortcut commands to make working with the Folder List Filter easier:

Esc Clear the Folder List Filter

F3 Jump to the Folder List Filter in the current view

Ctrl+F3 Jump to the Correspondent Folder List Filter.

Sorting the Folder List

Each view can have its own sort order. Change the sort order by clicking one of the three buttons at the top right.

Expanding and Collapsing the Folder List

When in Tree Sort Order, the tree displays in a hierarchy. Expand a branch by clicking the Plus symbol. Collapse a branch by clicking the Minus symbol.

Keyboard shortcuts (using the number keypad):

Num + Expand current folder in Folder List

Num - Collapse current folder in Folder List

Shift+Ctrl+Num + Expand all folders from anywhere in list

Shift+Ctrl+Num - Collapse all folders from anywhere in list

Top-level folders - New, Current, ...

Some views have top-level folders. Top-level folders are folders managed automatically by NEO to help you organize your folders. You can also organize folders in top-level folders manually.

For example, in Correspondent and Category views the New top-level folder displays all folders that have been newly created. In the case of Correspondents, it is very helpful to isolate new correspondents so that you can decide how you want to organize them (e.g., delete or move to the Current top-level folder). In the case of Categories, the New folder displays categories set by others.

Automatic organization

You can choose to have NEO automatically move Correspondents from New to Current, and from Current to Dormant based on day-age parameters you provide. You can also specify that Dormant folders are moved back to Current when they become active again (e.g., receive a message).

You could specify that New folders automatically move to Current after 30 days, and Current folders automatically move to Dormant after 365 days of inactivity. A folder remains inactive until a significant event occurs such as it receives a message.

By disabling automatic moving of folders you would retain complete control over where a folder is located.

To set the automatic organization of folders, right-click a top-level folder such as New, Current and Dormant and choose Folder Properties.

Manual organization

You can manually move folders from New to Current, Current to Dormant and so on in two ways:

1. Drag and drop the folder from one group onto the branch of the other. Drop it on the top-level folder itself (e.g., Current). It you drop it on a folder, NEO will think you wish to combine folders.

2. Right-click the folder and choose Make Current or Make Dormant.

Folder Groups

You can create folders groups to help organize other folders. Folder groups can be created in any view except Hot and Outlook views. Folder groups always contain folders and behave just like any other organizing folder.

Here is an example showing two folder groups (Aquila and Tennis) in Correspondent view.

In Correspondent view folder groups are useful for organizing by company. In Category view folder groups are ideal for organizing all your categories.