Hi, everyone.
I hope the author or someone in this forum can answer this question.
When you create a new to do item and specify the type to be "Email a
Contact", what I *thought* should happen (or be a proper workflow)
isn't happening. :-)
1. After I click on the "Email a Contact" button, my list of contacts
pops up. When I click on a contact name that has more than one email
address, I'm not given the chance yet to select which email address to
use. Is this by design? (Yes, I know that I can choose it later.)
2. The title of the note is set to "Email person_name" by default, and
we can edit that field. At the bottom of the screen is the "Notes"
section.
3. However, regardless of what we type for the note title or into the
Notes space, when we press that to do item, it always returns to the
Edit page. Then we have to press the title again ("Email
person_name"), then press which email address we want to use
(surprisingly, even if the person has only one email address in their
contact info!), then the email window pops up with the email addressed
to that person.
4. Also, and to me this seems like a major shortcoming, the subject
line and the body of the message are blank. It would make so much
sense to have the Notes contents automatically placed in the body of
the message. When we first write an email to do item, it may be days,
weeks, or even months later than we need to send this email. At the
time we first create this to do item, that's when we probably know
what want to send. We would enter that info into the Notes section,
and weeks later when we execute that to do item, those notes would be
in the body of the email. Otherwise, we need to read our notes and
type them in again into the email! Of course, in those days or weeks
that have passed, we may need to modify the body of the text, but I
think for the most part it would save time.
5. After the message has been sent, that to do item has been
completed. However, the item still remains in our to do list. I have
to manually delete it.
6. Same thing if we make a call or visit a web page that had been on
our list. It's finished, so the item should be removed.
I'm new to this program, so perhaps I'm missing something or doing
something wrong.
This just seems like an extremely limited option. It's actually just
as simple (and fewer key presses!) to create a "Normal" to do item,
call it "Email Fred", and that's it. On the due date, you'll see that
note, checkmark that it's done, then switch over to your email program
and type it in.
Please tell me if I'm doing this incorrectly, and if there is a better
workflow or method. Otherwise, I don't see any advantage or time
benefit using this "Email a Contact" choice.
Thanks for the great program, and thanks for the help.
David
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