As part of your firm’s website with CPA Site Solutions you have access to one of the most powerful web mail solutions. Over time any email solution becomes cluttered and needs to be organized.

As an accountant organization is an important part of the job and our Workteam Collaboration Suite makes it quick and easy via the label system. Here is a quick and easy way to access and use labels.

When you login to your web mail you will notice a tab on the left hand side that says “Labels” and it starts out empty, but that’s easy to change! Just head over to the top right of your screen and look for the Settings button.  Once inside you will be presented with a few tabs and you are looking for the third one, the ones that reads “Labels.”

From here you can create many new labels to help organize your email. Once you have setup your first test label, go back to your in box and you will notice that the label list now has your new label in it.

There are a few ways to use it:

• You can place a check in the box next to any number of emails. Now click on the drop down  that says “Labels” and apply the appropriate names for your labels.
• The second method is to place a check in the boxes next to the emails.  This time you can grab the area to the left of the check marks  and drag it over to the appropriate label.

Now, here’s the fun part. You can find any email based on their label simply by clicking on the label on the right hand side of the screen.

So for example when you get emails from different clients you can label those emails with their name. This will organize all those emails making it that much easier to retrieve past communications when you need them for reference.

You could have a particular campaign that you are doing and want to organize responses. You could also have a business development and want to keep track of communications based on the different stages.

Although labels can sometimes take some getting used to using at first, there are a lot of uses for them. The key is to keep at it to make it a regular habit. Once you do start, you wonder how you ever lived without them as it makes organizing your email and finding anything you need that much easier.

One small disclaimer for labels is that they won’t work unless you have a relatively current browser. This means you should have at least Internet Explorer 7, Firefox 3, Google Chrome, or Safari 3.

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