Projects/Categories

[Pault]

Hi all
Apologies no doubt this is a recurring question but I cant find an appropriate answer on the forum.

I am a first time user of the ClearContext TWC and my query relates to projects/categories:

I work on multiple clients with multiple client projects therefore I would like to set my hierarchy as follows:
---single processed mail folder (created already)
--- assign a unique project name to each client job and thus file each email in my inbox to one of those categories

I have set up the software to ensure it files all mail in the specified processed mail root however when I get a new piece of mail and I want to file it to a project/category I have created it saves to the Processed mail folder (correct) but the categories list in the email header shows the full path inbox/processed mail/project 1. I still want it to file to processed mail but only show the category Project 1. How do I effect this?

Many thanks

[ClearContext Support]

In your toolbar, are you seeing a filing icon of a folder with a green circle and question mark? If so, what is being shown is a project suggestion you will want to override. If you are seeing a folder with a blue envelope, that indicates you have assigned that Project in the past to that message conversation, which you can also override.

So for the specific case you mentioned, you would want to press the down arrow next to the main filing button and enter in "project 1". That project will now be shown for future messages in that message conversation you are filing, and as a suggestion for other messages.

After you start filing some messages, the Project suggestions will become more accurate, and you should stop seeing the unwanted Project suggestions.

If an unwanted suggestion keeps persisting, you can also manually delete it. After you press the down arrow to manually select a Project, press the Options button near the top of the window, and select "Edit Suggestions" to delete unwanted Projects.