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NEO Help covers both NEO Free and NEO Pro.
Table of Contents
What is Nelson Email Organizer
A new way to think about email
Finding messages is a breeze
Companion product for Microsoft Outlook
NEO Free versus NEO Pro
How do NEO Free and NEO Pro differ?
When can I switch?
NEO Tutorials
How NEO Works with Microsoft Outlook
Alternative interface for your email
Using Outlook features from NEO
Same message store
Indexing and the Catalog
How NEO works with Exchange Server
NEO is a client-side product
You can organize your Mailbox and your PSTs
Using your offline message store (OST)
Reminder – Synchronize each time you
re-connect to the LAN
What's New in this version
What’s New in Version 4.0 ![]()
What’s New in Version 3.2 ![]()
Changed Behavior in this Version
Changed Behavior in Version 4.0
Changed Behavior in Version 3.2
Steps to Get You Going
If you are using NEO Free
If you are using NEO Pro
Getting Oriented – NEO Tutorials
Ways to start NEO
It's best to start Outlook first and keep
it running
Start NEO automatically when you start
Outlook
Start NEO manually
Starting NEO with a specific Catalog by
using a command line option
.
Start NEO from Outlook
Start NEO automatically when you start your
computer
Get help from within NEO
Support and Feedback
Things to do each day
Getting Started in NEO Free
Steps to get you going in NEO Free
Ways to use NEO Free
Customizing NEO Free
Key Features in NEO Free
Quick Filing in NEO Free
Using Bulk Mail in NEO Free
Finding messages quickly in NEO Free
Being Productive
NEO Application
Notes
An Introduction to NEO Pro
Ways to use NEO
Finding Messages Quickly
Search for a message
Search on Conversation
Find a Correspondent quickly ![]()
Jump to all messages for a Correspondent
(or Bulk Mail folder)
Learn keyboard actions
Some basic tips
Your Addresses
About Your Addresses
Auto-detecting your addresses on catalog
creation
Adding and removing addresses
Options
General Options
Workflow Options
Reading Pane Options
Formatting Options
New Mail Alert Options
Miscellaneous options ![]()
Other Ways to Customize
Resizing the Reading Pane
Resizing panes
Changing Folder List sort order
Changing Reading Pane fonts
Moving the View tabs
Undocking and docking views
Adding and changing columns
List pane Name column
Customizing toolbars and the menu
Customize menu and toolbar options
Master and user-defined categories ![]()
Email Improperly Configured on your
computer
Switching Between NEO and Outlook
Interacting with Outlook items
Switch quickly to Outlook
Open a new item in Outlook
Open the Outlook contact record
Work with Outlook mail folders
Drag and drop to Outlook non-mail
folders
Interacting with Contacts and Address Books
When creating new Correspondent folders
When jumping to a Contact or Address Book
entry
How NEO Works with Exchange Server
NEO is a client-side product
You can organize your Mailbox and your PSTs
Using your offline message store (OST)
Reminder – Synchronize each time
you re-connect to the LAN
Synchronizing with Outlook
How it works ... in a nutshell
Always run NEO!
Exchange Server users
Non-Exchange Server users
Options Set in Outlook and Used in NEO
How to disable the Outlook New Mail sound
and Tray Icon
Things we can't easily fix
Overview - Views
What are views?
Using views
Outlook View
Correspondent View ![]()
Bulk Mail View
Search View
Hot View ![]()
Category View ![]()
Status View ![]()
Date View ![]()
Attachment View ![]()
Creating and responding to messages
Viewing a message (Enter or Ctrl+O)
Creating a new message to an existing
correspondent (Ctrl+E)
Creating a new message (Ctrl+N)
Replying to a message (Ctrl+R)
Replying to all respondents in a
message (Ctrl+Shift+R)
Forwarding a message (Ctrl+F)
Editing the message subject
Adding and editing message categories
![]()
Editing and resending a message
Editing a message
Resending a message
Moving Back and Forward
Quick Filing Messages
Quick File
Quick File Recent
About Active Mail ![]()
How Active Mail works
Using Active Mail to implement
time-management compliant email workflow
Is Active Mail better than Quick Filing to
folders?
Some prefer Quick File without Active Mail for Outlook-like behavior
How Active Mail is different
Using To Do ![]()
How to Set or Change To Do Status
To Do Status in List Pane
Search on Conversation ![]()
About 'Conversation'
Flagging Messages
Keeping Messages ![]()
Deleting Messages
Deleted messages go to Deleted Items
Deleting saved search folders and messages
Permanently deleting messages
Permanently delete messages directly
Delete messages from the Deleted Items
folder
Empty the Deleted Items folder
Undoing Actions
UnDo-ing and ReDo-ing
Eligible Actions
Copy Reply-To Email Address to
Clipboard ![]()
Sending and Receiving
Viewing Message Properties
Message Symbols
Reading Pane overview
Reading Pane Options
Clicking Links to Launch Your Browser
Editing in the Reading Pane
Resizing the Reading Pane
Changing Reading Pane Fonts
HTML messages
Plain text messages
Microsoft Outlook Rich Text
Choosing the HTML Reading Pane Viewer
What is the HTML Reading Pane?
Which viewer should you use?
More information about Email Security
Using the Quick File Features
Quick File
Quick File Recent
Setting the Quick File designated folder
Changing how Backspace works with Quick
File
Changing the Quick File Recent menu ![]()
Procedure for Controlling the List
Using Active Mail ![]()
How Active Mail works
Using Active Mail to implement
time-management compliant email workflow
Is Active Mail better than Quick Filing to
folders?
Some prefer Quick File without Active Mail for Outlook-like behavior
How Active Mail is different
How Active Mail is like a staging
area ![]()
A way to "action" mail
One way to think about Active Mail
Changing what new mail goes into Active
Mail ![]()
Changing the option works from this point
onward!!
Choosing not to use Active Mail ![]()
Want a simpler NEO?
How to set NEO up not to use Active Mail?
Switching back to using Active Mail
Using To Do ![]()
How to Set or Change To Do Status
To Do Status in List Pane
Filtering Overview
Filter basics
Things you can do with filters
Filtering in NEO Free
If using the Correspondent and Bulk Mail
filters
How to tell when a filter is on
Clearing the Filter