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Rules & Alerts in Pocket Outlook?

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Subject Author Date
Rules & Alerts in Pocket Outlook? EDR001 07-16-2007
Posted by EDR001 on July 16, 2007, 8:04 pm
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Hi Folks:

I have:

WinXP Pro
Outlook 2007
Active Sync 4.5
Sprint Mogul (Windows Mobile 6.0)
w/ Pocket Outlook

How come my rules and alerts that I've set up in Outlook 2007 don't transfer
to Pocket Outlook? Is there any way to do this?

Thank you!

Posted by Chris De Herrera on July 17, 2007, 12:54 am
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Hi,
With Pocket Outlook it is a subset of Outlook on your PC. There is no
support for rules and alerts. It does support Calendar events.


--
Chris De Herrera
http://www.pocketpcfaq.com
http://www.tabletpctalk.com
http://www.pocketpctalk.com
http://www.mobilitytalk.com

Windows Mobile Device Center FAQs -
http://www.pocketpcfaq.com/faqs/wmdc/index.htm
ActiveSync Troubleshooting Guide -
http://www.pocketpcfaq.com/faqs/t-shootactivesync.htm

> Hi Folks:
>
> I have:
>
> WinXP Pro
> Outlook 2007
> Active Sync 4.5
> Sprint Mogul (Windows Mobile 6.0)
> w/ Pocket Outlook
>
> How come my rules and alerts that I've set up in Outlook 2007 don't
> transfer
> to Pocket Outlook? Is there any way to do this?
>
> Thank you!



Posted by EDR001 on July 18, 2007, 12:48 pm
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Hi Chris:

Thank you!

Since you have so many links under your name (you must be a guru) may I
please ask for your recommendation or workaround? See the following:

GTD = David Allen's "Getting Things Done"

Here are my goals:

-- Outlook 2007. I Need to work on my laptop with Outlook 2007. This is an
absolute requirement because of my job. The entire set up must revolve around
Outlook 2007 (on the PC). I may use email rules and alerts to auto sort my
inbox to have it move emails to specific GTD folders, i.e., "@ Computer"
folder, etc. However, I also do a lot of manual movement from folder to
folder without rules, and I sometimes create tasks in between. I may get an
email from someone that doesn't yet have a GTD "tag" in it, so I manually
move it from my inbox to the task area and then drag and drop it to a
specific GTD folder. This creates a task and sorts in two mouse movements.

-- Pocket PC Sync. Once I've spent the time and energy making all of these
changes in Outlook (especially the manual ones), I need to be able to somehow
get those changes to be identical in my Pocket PC (in any program, I don't
care) without any further modification or sorting. I need it to be seamless,
user friendly, and easy. Unfortunately, Pocket Outlook and Active Sync 4.5
does not honor the rules and alerts that Outlook 2007 does – so Pocket
Outlook is not going to work – already tried.

-- Vice Versa. Most importantly, if I spend an hour on the Pocket PC
downloading – auto sorting email and also manually clearing my inbox by
placing emails in specific GTD folders for later follow up and/or creating
new tasks, projects or subtasks, then I would want all of those same changes
already made when I get back to working on my laptop PC (after a quick sync).
Therefore, I may need a different email app for the Pocket PC, but it has to
have the same rules and alerts as Outlook 2007 and the same folder set up,
and be seamlessly integrated with tasks and Outlook 2007. I don't want
duplicate work, or to miss anything.

-- Any combination of software is OK

-- Any Syncing software is OK

I need to go from being stationary to truly mobile and back in a heartbeat
(to fully edit on both ends) and not lose any of my GTD work, data, tasks or
other or experience any limitations. Right now, my limitations are Pocket
Outlook has no "rules and alerts" functionality, so when I download email
remotely, it cannot auto sort properly.

If any combination of software will accomplish my goals please direct me to
the appropriate reading materials to get started (and purchase).

Thank you in advance for your help.

EDR


"Chris De Herrera" wrote:

> Hi,
> With Pocket Outlook it is a subset of Outlook on your PC. There is no
> support for rules and alerts. It does support Calendar events.
>
>
> --
> Chris De Herrera
> http://www.pocketpcfaq.com
> http://www.tabletpctalk.com
> http://www.pocketpctalk.com
> http://www.mobilitytalk.com
>
> Windows Mobile Device Center FAQs -
> http://www.pocketpcfaq.com/faqs/wmdc/index.htm
> ActiveSync Troubleshooting Guide -
> http://www.pocketpcfaq.com/faqs/t-shootactivesync.htm
>
> > Hi Folks:
> >
> > I have:
> >
> > WinXP Pro
> > Outlook 2007
> > Active Sync 4.5
> > Sprint Mogul (Windows Mobile 6.0)
> > w/ Pocket Outlook
> >
> > How come my rules and alerts that I've set up in Outlook 2007 don't
> > transfer
> > to Pocket Outlook? Is there any way to do this?
> >
> > Thank you!
>
>
>

Posted by Aaron Sanders on July 25, 2007, 2:42 pm
Please log in for more thread options
EDR,

I am having the same problem that you are. I was wondering, for your
messages that are affected by a rule, does it push the messages to your
phone? I have a Cingular 8125 running Windows Mobile 5, and like you, I use
rules extensively to sort my messages on my PC. Pocket Outlook is able to
retrieve the list of folders from Exchange, but as you have found, the
messages don't actually follow the rules in Pocket Outlook, even if the rules
are server-side. What's worse is that not only do messages not get sorted,
but they aren't pushed to my phone at all. I would hope that at least
messages would arrive in my phone and just all fall into the Inbox, that
would be better than nothing. That makes it almost impossible for me to use
Pocket Outlook, because I can't do away with my folders on my PC.

Aaron

"EDR001" wrote:

> Hi Chris:
>
> Thank you!
>
> Since you have so many links under your name (you must be a guru) may I
> please ask for your recommendation or workaround? See the following:
>
> GTD = David Allen's "Getting Things Done"
>
> Here are my goals:
>
> -- Outlook 2007. I Need to work on my laptop with Outlook 2007. This is an
> absolute requirement because of my job. The entire set up must revolve around
> Outlook 2007 (on the PC). I may use email rules and alerts to auto sort my
> inbox to have it move emails to specific GTD folders, i.e., "@ Computer"
> folder, etc. However, I also do a lot of manual movement from folder to
> folder without rules, and I sometimes create tasks in between. I may get an
> email from someone that doesn't yet have a GTD "tag" in it, so I manually
> move it from my inbox to the task area and then drag and drop it to a
> specific GTD folder. This creates a task and sorts in two mouse movements.
>
> -- Pocket PC Sync. Once I've spent the time and energy making all of these
> changes in Outlook (especially the manual ones), I need to be able to somehow
> get those changes to be identical in my Pocket PC (in any program, I don't
> care) without any further modification or sorting. I need it to be seamless,
> user friendly, and easy. Unfortunately, Pocket Outlook and Active Sync 4.5
> does not honor the rules and alerts that Outlook 2007 does – so Pocket
> Outlook is not going to work – already tried.
>
> -- Vice Versa. Most importantly, if I spend an hour on the Pocket PC
> downloading – auto sorting email and also manually clearing my inbox by
> placing emails in specific GTD folders for later follow up and/or creating
> new tasks, projects or subtasks, then I would want all of those same changes
> already made when I get back to working on my laptop PC (after a quick sync).
> Therefore, I may need a different email app for the Pocket PC, but it has to
> have the same rules and alerts as Outlook 2007 and the same folder set up,
> and be seamlessly integrated with tasks and Outlook 2007. I don't want
> duplicate work, or to miss anything.
>
> -- Any combination of software is OK
>
> -- Any Syncing software is OK
>
> I need to go from being stationary to truly mobile and back in a heartbeat
> (to fully edit on both ends) and not lose any of my GTD work, data, tasks or
> other or experience any limitations. Right now, my limitations are Pocket
> Outlook has no "rules and alerts" functionality, so when I download email
> remotely, it cannot auto sort properly.
>
> If any combination of software will accomplish my goals please direct me to
> the appropriate reading materials to get started (and purchase).
>
> Thank you in advance for your help.
>
> EDR
>
>
> "Chris De Herrera" wrote:
>
> > Hi,
> > With Pocket Outlook it is a subset of Outlook on your PC. There is no
> > support for rules and alerts. It does support Calendar events.
> >
> >
> > --
> > Chris De Herrera
> > http://www.pocketpcfaq.com
> > http://www.tabletpctalk.com
> > http://www.pocketpctalk.com
> > http://www.mobilitytalk.com
> >
> > Windows Mobile Device Center FAQs -
> > http://www.pocketpcfaq.com/faqs/wmdc/index.htm
> > ActiveSync Troubleshooting Guide -
> > http://www.pocketpcfaq.com/faqs/t-shootactivesync.htm
> >
> > > Hi Folks:
> > >
> > > I have:
> > >
> > > WinXP Pro
> > > Outlook 2007
> > > Active Sync 4.5
> > > Sprint Mogul (Windows Mobile 6.0)
> > > w/ Pocket Outlook
> > >
> > > How come my rules and alerts that I've set up in Outlook 2007 don't
> > > transfer
> > > to Pocket Outlook? Is there any way to do this?
> > >
> > > Thank you!
> >
> >
> >

Posted by Aaron Sanders on July 26, 2007, 9:12 am
Please log in for more thread options
Well, I figured out why I'm not getting any messages with sorting rules
applied. Once the rule is applied and they're moved, Pocket Outlook can't
receive them. I thought that maybe I would still get them in the Inbox
unsorted, because all of my rules are client-side (display desktop alerts). I
thought maybe Exchange would forward before the rule got applied. So as it is
now, I can only get messages on my phone when my Outlook is closed. Now I
guess I have to decide whether I'd rather have the rules for sorting
messages, or use Search Folders instead. Search folders are ok, but not as
good as rules that auto-sort.

"Aaron Sanders" wrote:

> EDR,
>
> I am having the same problem that you are. I was wondering, for your
> messages that are affected by a rule, does it push the messages to your
> phone? I have a Cingular 8125 running Windows Mobile 5, and like you, I use
> rules extensively to sort my messages on my PC. Pocket Outlook is able to
> retrieve the list of folders from Exchange, but as you have found, the
> messages don't actually follow the rules in Pocket Outlook, even if the rules
> are server-side. What's worse is that not only do messages not get sorted,
> but they aren't pushed to my phone at all. I would hope that at least
> messages would arrive in my phone and just all fall into the Inbox, that
> would be better than nothing. That makes it almost impossible for me to use
> Pocket Outlook, because I can't do away with my folders on my PC.
>
> Aaron
>
> "EDR001" wrote:
>
> > Hi Chris:
> >
> > Thank you!
> >
> > Since you have so many links under your name (you must be a guru) may I
> > please ask for your recommendation or workaround? See the following:
> >
> > GTD = David Allen's "Getting Things Done"
> >
> > Here are my goals:
> >
> > -- Outlook 2007. I Need to work on my laptop with Outlook 2007. This is an
> > absolute requirement because of my job. The entire set up must revolve
around
> > Outlook 2007 (on the PC). I may use email rules and alerts to auto sort my
> > inbox to have it move emails to specific GTD folders, i.e., "@ Computer"
> > folder, etc. However, I also do a lot of manual movement from folder to
> > folder without rules, and I sometimes create tasks in between. I may get an
> > email from someone that doesn't yet have a GTD "tag" in it, so I manually
> > move it from my inbox to the task area and then drag and drop it to a
> > specific GTD folder. This creates a task and sorts in two mouse movements.
> >
> > -- Pocket PC Sync. Once I've spent the time and energy making all of these
> > changes in Outlook (especially the manual ones), I need to be able to
somehow
> > get those changes to be identical in my Pocket PC (in any program, I don't
> > care) without any further modification or sorting. I need it to be seamless,
> > user friendly, and easy. Unfortunately, Pocket Outlook and Active Sync 4.5
> > does not honor the rules and alerts that Outlook 2007 does – so Pocket
> > Outlook is not going to work – already tried.
> >
> > -- Vice Versa. Most importantly, if I spend an hour on the Pocket PC
> > downloading – auto sorting email and also manually clearing my inbox by
> > placing emails in specific GTD folders for later follow up and/or creating
> > new tasks, projects or subtasks, then I would want all of those same changes
> > already made when I get back to working on my laptop PC (after a quick
sync).
> > Therefore, I may need a different email app for the Pocket PC, but it has to
> > have the same rules and alerts as Outlook 2007 and the same folder set up,
> > and be seamlessly integrated with tasks and Outlook 2007. I don't want
> > duplicate work, or to miss anything.
> >
> > -- Any combination of software is OK
> >
> > -- Any Syncing software is OK
> >
> > I need to go from being stationary to truly mobile and back in a heartbeat
> > (to fully edit on both ends) and not lose any of my GTD work, data, tasks or
> > other or experience any limitations. Right now, my limitations are Pocket
> > Outlook has no "rules and alerts" functionality, so when I download email
> > remotely, it cannot auto sort properly.
> >
> > If any combination of software will accomplish my goals please direct me to
> > the appropriate reading materials to get started (and purchase).
> >
> > Thank you in advance for your help.
> >
> > EDR
> >
> >
> > "Chris De Herrera" wrote:
> >
> > > Hi,
> > > With Pocket Outlook it is a subset of Outlook on your PC. There is no
> > > support for rules and alerts. It does support Calendar events.
> > >
> > >
> > > --
> > > Chris De Herrera
> > > http://www.pocketpcfaq.com
> > > http://www.tabletpctalk.com
> > > http://www.pocketpctalk.com
> > > http://www.mobilitytalk.com
> > >
> > > Windows Mobile Device Center FAQs -
> > > http://www.pocketpcfaq.com/faqs/wmdc/index.htm
> > > ActiveSync Troubleshooting Guide -
> > > http://www.pocketpcfaq.com/faqs/t-shootactivesync.htm
> > >
> > > > Hi Folks:
> > > >
> > > > I have:
> > > >
> > > > WinXP Pro
> > > > Outlook 2007
> > > > Active Sync 4.5
> > > > Sprint Mogul (Windows Mobile 6.0)
> > > > w/ Pocket Outlook
> > > >
> > > > How come my rules and alerts that I've set up in Outlook 2007 don't
> > > > transfer
> > > > to Pocket Outlook? Is there any way to do this?
> > > >
> > > > Thank you!
> > >
> > >
> > >

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