When you send or receive an email message, you can open the Options slide-out and click the Personalize drop-down to add personal information to the email. You can change the subject, add a note, select a category, and add associated contacts to the message.
If you personalize a subject, the new subject displays in your Mailbox and Calendar and in the Mailbox and Calendar of anyone who proxies for you. If you change the subject of an item in a shared folder, other users of the shared folder still see the original subject.
Open an item from your Mailbox, Sent Items, or Calendar.
Click the edit icon next to the subject line, and type a new subject in the My Subject field.
To see the original subject, open the item and look in the Subject field in the item header.
When you perform a Find with a specific word in the Subject field, the Find results shows items whose original subject or personalized subject contains this word. When you create an advanced find, use the Subject field to search for the original subject, and use the My Subject field to search for the personalized subject.
When you create a rule that looks for a specific word in the Subject field, the rule only looks at the original subject.
When you add a note to an email you send or receive, the note is visible to you and anyone who proxies for you. You can only view the note by opening the email, and then using the Personalize drop-down menu on the Options slide-out.
Open an item from your Mailbox, Sent Items, or Calendar.
Open the Options slide-out, and then click the Personalize drop-down.
In the My Notes field, type your note. The note is automatically saved when you leave the Personalize drop-down menu.
You can add a personal attachment to items that you have sent or received. The attachment is only visible to you and is not sent when replying to or forwarding an item.
To attach a personal file to an item:
Right-click in the attachment window, and then click Attach Personal File.
Browse to and select the file or files you want to attach.
To remove an attached file, right-click the attachment, and then click Delete Personal File.
Click OK.
You can also drag and drop an attachment to the attachment window.
Moving or deleting a file on a disk or network drive does not affect a file you have attached to an item.
If you delete an attached file, it is not erased from disk or network drive; it is simply removed from the attachment list.
Categories provide you with a way to organize your items. You can assign a category to any item, including contacts that you send or receive. You create and add categories and can give each category an identifying color. The colors display in the Item List and in the Calendar.
For additional Information on how to assign a category to an item, see Assigning Categories to Items.
When you add a contact to an email you send or receive, the email is then associated with the contact you added. This is helpful when viewing the history for a particular contact, because the email displays in the contact history for the contact even though that contact did not send the email. For additional information on contact history, see Viewing All Correspondence with a Contact.
You can add users as contacts to an email while you are composing an email, as described in Adding a Contact to an Email.
To add a contact to an email that has already been sent or received:
Open an item from your Mailbox, Sent Items, or Calendar.
Open the Options slide-out, and then click the Personalize drop-down menu.
In the Contacts field, type a user name, and then press Enter. Repeat for additional users.
or
To select user names from a list, click Address > Selector icon next to the Contacts field. Double-click each user, and then click OK.