Using with Outlook
Switching
Between NEO and Outlook
You can switch between NEO and Outlook in two ways:
From
NEO
1. Click the Outlook button 
on the toolbar, or
2. Press Ctrl+0.
From
Outlook
1. Click the NEO button 
on
the toolbar, or
2. Click Tools menu | Switch to NEO Find.
If the program you are switching to is not open, it will be opened.
Interacting
with Outlook items
Here are actions you can take on Outlook items from within NEO:
Switch
quickly to Outlook
Switch to an area in Outlook such as contacts, calendar in two ways:
a) Click the Outlook command on the NEO toolbar, or (or press Ctrl+0 (zero))
b) Click the black triangle to the right of the Outlook command on the NEO toolbar and choose to go to a particular area of Outlook, or press these shortcuts to go to:
Ctrl+0 Outlook
Ctrl+1 Inbox
Ctrl+2 Calendar
Ctrl+3 Contacts
Ctrl+4 Tasks
Ctrl+5 Notes
Ctrl+8 Journal
c)
Double-click an Outlook non-mail folder 
in
Outlook view.
Work
with Outlook mail folders
In Outlook view, work with these just as you would your folders in Outlook.
Interacting
with Contacts and Address Books
NEO interacts with Contacts in two ways.
When
creating new Correspondent folders
When automatically creating a new Correspondent folder, NEO imports relevant contact information such as name, company, telephone numbers and email addresses.
NEO first checks to see if a Contact exists for the address based on an email address match. If a Contact matches, correspondent information is taken from the Contact. If no contact is matched, then NEO does a lookup in all Address Books for a matching entry. If a match is found, correspondent info is taken from the Address Book. NEO adds all addresses from the Contact/AddressBook to the Correspondent folder, except for addresses that already exist in NEO.
Note that this is a one-time import from Contacts and is not synchronized in an ongoing way. If you make changes to the Correspondent fields they are not then reflected in your Contact.
How NEO Works with
Exchange Server
NEO works with Microsoft Exchange Server mailboxes. However, NEO is an email organizer. It does not organize other Outlook object types such as calendar items, journal items, and note items.
Here are some notes about using NEO with Exchange Server:
NEO is a
client-side product
That means NEO installs and operates completely on your computer. There is nothing about NEO that gets installed on the server or that is related to Exchange Server. In fact, Exchange Server is completely unaware of NEO.
You can organize
your Mailbox, your PSTs and your IMAP folders
If you are using NEO you can include your mailbox and as many PSTs or IMAP folders as you like in your catalog. NEO will give you a seamless view to all your messages as if they all reside in one large single area.
Using your offline
message store (OST)
When using Offline mode, a Full Sync may sometimes be needed to updated deleted messages in NEO.
Offline mode using
Outlooks prior to Outlook 2003
If you have offline access enabled (you use an offline message store), you should select all your email folders for OST/Mailbox synchronization. In addition, you should not set filters for your folders.
You will not lose messages when you do this; however, if you do not include all your folders NEO may spend quite a bit of time removing and adding messages in the catalog each time you switch between your OST and your mailbox.
If you have instructed Outlook to automatically Outlook synchronize your Exchange mailbox with your OST when exiting an online session, you must shut down Outlook without NEO running for the synchronize to be performed.
Cached Exchange
Mode in Outlook 2003/2007
NEO works with normally with Cached Exchange Mode.
Reminder –
Synchronize each time you re-connect to the LAN
Whenever you re-connect to the LAN, you must synchronize to update NEO with new messages from your mailbox. Note that you can configure NEO to automatically Fast Sync on startup.
Synchronizing with Outlook
NEO normally displays all the messages in your message store(s). However, NEO doesn't know about new, changed or deleted messages that are processed when NEO is not running.
How
it works ... in a nutshell
If NEO is running when new messages arrive, are changed or deleted, then you'll always see all your messages in NEO (NEO keeps you synchronized on-the-fly).
If NEO is not running, then NEO will not know about these message events and will need to get synchronized again by you syncing manually (e.g., when you next start NEO).
Always
run NEO
It’s best to always have NEO running when Outlook is running so your email stays synchronized. You can configure from the Tools | Options menu to start NEO together with Outlook. You can even select to start NEO minimized in the tray so it will never be in your way when starting Outlook.