Annotation of quickfilters/www/index.html, revision 1.38

1.1       cvs         1: 
1.18      axel.gru    2: <link rel="stylesheet" href="/css/myProjects.css?v2" type="text/css">
1.34      axel.gru    3: <link rel="stylesheet" href="/css/index.css?v5" type="text/css">
1.2       axel.gru    4: 
1.1       cvs         5: <!-- ***************** INFO/NEWS *************** -->
1.2       axel.gru    6: <a name='news'> </a>
1.1       cvs         7: <div id="infoTabs">
                      8: <div class="infoTab" id="whats-new">
1.36      axel.gru    9: <h5 class="infoHeader">What's New / Highlights</h5>
1.1       cvs        10: <ul>
1.38    ! axel.gru   11: <li>Version <a href="version.html#3.4">3.4</a> Created quickFilters Pro version.</li>
1.37      axel.gru   12: <li>Version <a href="version.html#3.3">3.3</a> Insert new Filter in alphabetical order.</li>
                     13: <li>Version <a href="version.html#3.2">3.2</a> Add option to run filters on read IMAP mails</li>
                     14: <li>Version <a href="version.html#3.1">3.1</a> Fix for Tag Listener</li>
                     15: <li>Version <a href="version.html#3.0.2">3.0.2</a> Support for Move to Folder context menu</li>
                     16: <li>Version <a href="version.html#3.0">3.0</a> Support for Move to Folder context menu</li>
                     17: <li>Version <a href="version.html#2.9">2.9</a> Custom Templates</li>
                     18: <li>Version <a href="version.html#2.7">2.8</a> Optional Merge Auto-Select.</li>
                     19: <li>Version <a href="version.html#2.7">2.7</a> Sort Filters feature.</li>
                     20: <li>Version <a href="version.html#2.2">2.2</a> Support creating filters based on Tag changes.</li>
                     21: <li>Version <a href="version.html#2.2">2.1</a> Cloning filters. Group Filter template from multiple mails</li>
                     22: <li>Version <a href="version.html#2.0">2.0</a> Added Toolbar and Postbox compatibility</li>
1.1       cvs        23: <li><a href=""></a></li>
                     24: </ul>
                     25: </div>
1.6       axel.gru   27: 
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                     50: <!-- ***************** INFO/NEWS *************** -->
                     52: <!-- MAIN CONTENT -->
1.2       axel.gru   53: 
                     55: <a name='main'></a>
1.9       axel.gru   56: <h2 class="page-header">quickFilters :: homepage</h2>
1.2       axel.gru   57: 
1.35      axel.gru   58: <p>Thanks for installing quickFilters! </p>
                     59: <p>Here is a video that shows how to set up some filters. Anybody can do it, and if you 
                     60:    put in a few minutes to understand it you will be creating filters within seconds which are going
                     61:    to tidy up your inbox automatically:<br>
                     62: <iframe width="560" height="315" src="" frameborder="0" allowfullscreen></iframe>
1.15      axel.gru   63: 
1.35      axel.gru   64: <p>This extension makes it much easier to create new mail filters, by simply dragging emails into folders and let quickFilters do the "heavy lifting" 
1.15      axel.gru   65: of filling in the sometimes complicated settings in the filter settings. Filters are usually used to move emails to other folders, automatically, so it makes
                     66: sense to show Thunderbird "what to do" by dragging one typical email manually, rather than filling in all the complicated details.
                     67: </p>
1.2       axel.gru   68: 
1.26      axel.gru   69: <a name='howToUse'> </a>
                     70: <h3>How to use quickFilters</h3>
1.2       axel.gru   71: <p>
                     72: With this, it is very easy to create new filters very quickly. 
1.20      axel.gru   73: </p>
                     74: <p>It will prefill the destination folder and other relevant fields after you have dragged the email into a different folder in the tree.
1.2       axel.gru   75: </p>
                     76: <ol>
1.13      axel.gru   77:   <li> Click on the quickFilters button on the main toolbar<br/>
                     78:   <img class="screenshot" src="img/quickFilters-ToolbarButton.png" alt="main menu: filter assistant">
1.2       axel.gru   79: 
1.13      axel.gru   80:   <li>The button will change depicting a glowing wheel instead of the mail icon and there will be sliding notification:<br/>
                     81:   <img class="screenshot" src="img/quickFilters-Notification.png" alt="filter notification" title="filter notification assistant">
1.2       axel.gru   82: 
1.19      axel.gru   83:   <li>Drag an email into a folder on the left hand folder tree. This will open the Filter Assistant screen.<br/>
                     84:   <img class="screenshot" src="img/quickFilters-Assistant-1.6.png" alt="filter wizard" title="filter wizard">
1.13      axel.gru   85:   
                     86:   <li>select a template (e.g. "based on Sender") and click [Create Filter...] - in the example I have pulled an email into the QuickFolders folder.
                     87:   See below for a detailed description.  
                     89:   <li>Next, the Edit Filter dialog is displayed - as you can see it already tries to "guess" what  you want the filter to do when it should be applied, 
                     90:   <u>based on the email that you dragged to the folder</u>:<br/>
                     91:   <img class="screenshot" src="img/filter-Rules.png" alt="filter rules">
                     92:   <br/>Since in this case I chose "Based on Sender", it will pull all conversations from and to <i></i> into the QuickFolders folder. 
                     93:   No need to select the folder (as it has been done automatically) or to enter any condition (this is based on the template that you have chosen).
                     95:   <li>Now tweak the filter as usual and click Ok to save it (and try it out in the Filter List)
                     96:   <li>You can also click Cancel to not create the filter
                     98:   <li> in the last step Thundebird's list of filters is shown. <br/>
                     99:   <img class="screenshot" src="img/filters-List.png" alt="list of filters">
1.2       axel.gru  100: 
1.13      axel.gru  101:   <li>You can repeat the process from step 2 to create more filters
1.2       axel.gru  102: 
1.13      axel.gru  103:   <li>When you're done, click the filter button again to disable "Filter Wizard" mode.
1.2       axel.gru  104: </ol>
1.26      axel.gru  106: <a name='assistant'> </a>
                    107: <h3>The Filter Assistant</h3>
                    108:   <p>On this screen, you select what type of information (conditions) will trigger the filter action, 
                    109:           and what kind of actions the filter will carry out. A condition is a 'fact' that applies to the 
                    110:                 incoming email, such as 'the sender is fred', 'the mail is tagged as important', 
                    111:                 'this message is more than a month old' etc. The action can be 'move message to freds folder',
                    112:                 'tag message as personal', 'set message low priority', 'mark message with a star'.</p>
                    113:                 <img src="img/quickFilters-Assistant-2.3.png" alt="quickFilters Assistant"/><br/>
                    114:                 <p>
                    115:                 The templates offered here make this a much easier and quicker process and fill prefill the 
                    116:                 new filter accordingly.</p>
1.13      axel.gru  118: <a name='templates'> </a>
1.4       axel.gru  119: <h3>Filter Templates</h3>
1.13      axel.gru  120: 
1.4       axel.gru  121: <p>This section describes the different patterns used to create filters based on the dragged email. 
1.2       axel.gru  122: I will probably add more templates in future, if I get good requests from the users. 
                    123: Simply head over to the <a href="bugs.html">bugs section</a> to suggest new templates.
                    124: <br/>
1.19      axel.gru  125: <div id='templates'>
                    126:        <h4>Based on Sender (from)</h4>
                    127:        <p>Probably the most used pattern: this will retrieve the sender's email address and paste it into the from and to filter conditions fields.
                    128:        This way a whole conversation with the sender will be moved to the new folder.
                    129:        </p>
                    130:        <h4>Based on Recipient (to)</h4>
                    131:        <p>Similar to 'Based on Sender': use this when you move an email from yourself 
                    132:        to somebody else. This will retrieve the recpient's email address and paste it into 
                    133:        the from and to filter conditions fields. This way the complete conversation with 
                    134:        the contact will be moved to the new folder.</p>
                    135:        <h4>Mailing List</h4>
                    136:        <p>
                    137:        Similar to Based on Sender, but it doesn't fill the 'to' condition field.
                    138:        </p>
                    139:        <h4>Subscriptions - By Subject [Keyword]</h4>
                    140:        <p>
                    141:        This will look for special "bracketed" expressions, e.g. [amo-editors] or {Mozilla} and create a filter condition based on these; a lot of
                    142:        mass email is set up using this pattern, so it is really easy to use.
                    143:        </p>
                    144:        <h4>By Tags</h4>
                    145:        <p>
                    146:        Uses the tags of the email and adds them as filter conditions.
                    147:        </p>
                    148: </div>
1.2       axel.gru  149: 
1.26      axel.gru  150: <a name='merge'> </a>
                    151: <h3>Merging Filters</h3>
                    152: <p>This is a special screen on the filter assistant which is shown if there are already filters that carry out the same action
                    153:    as the one you want your new filter to do. It can also be invoked using the 'Merge Filters' button on the filter toolbar.
                    154:         Note that you can only merge filters that have the same action (such as move to a certain folder or add a certain tag), quickFilters
                    155:         makes sure that no other filters can be merged together.</p>
                    157: <img src="img/NewFilter-Merge.png" alt="quickFilters Merge"/><br/>
1.20      axel.gru  159: 
1.26      axel.gru  160: <a name='messagesAlreadyMoved'> </a>
1.20      axel.gru  161: <h3>Mail that's already moved</h3>
1.26      axel.gru  162: 
1.20      axel.gru  163: 
                    164: <p>What if already have moved my Mails to another folder? 
                    165: Chances are that sometimes forget switching on the filter assistant, or we have already moved a lot of mail around manually.
                    166: In this case the quickFilters version 1.6 now adds a context menu to the message list:<br/>
                    167: <img src="img/contextMenu.png" alt="Creating a filter from a moved message"/><br/>
                    168: just right-click the mail you want to choose for your filter, and then click on QuickFilters: "Create Filter from Message...". 
                    169: Alternatively, simply select the message and use the "Message" menu.
                    170: </p>
1.28      axel.gru  172: <a name='messageFilterList'> </a>
                    173: <h3>The Message Filters List</h3>
1.2       axel.gru  174: 
1.30      axel.gru  175: <p>QuickFilters adds more functions to the filter list dialog - which becomes necessary after creating many filters was so easy.</p>
                    176: <!--<img src="img/messageFilters.png" alt="Message Filters: new features"/><br/> -->
1.25      axel.gru  177: <p>The biggest new feature here is the addition of a Search box, which allows filtering the number of results. 
1.29      axel.gru  178: I was able to submit this as a patch to Thunderbird itself and it is now part of the main product. With quickFilters,
                    179: search has many new features which can be selected with the search settings button:<br>
                    180: <img class="screenshot" src="img/extended-search.png" alt="extended search">
1.30      axel.gru  181: <ul>
                    182:   <li> Name - search the text within all filter names</li>
                    183:        <li> Target Folder - filters that move or copy to a specific folder</li>
                    184:        <li> Search Condition - all filter conditions that are text related (such as subject, body or sender)</li>
                    185:        <li> Add Tag (label) - find filters that tag messages</li>
                    186:        <li> Reply with Template - search for a template by searching subject lines</li>
                    187: </ul>
1.29      axel.gru  188: </p>
1.30      axel.gru  189: <img class="screenshot" src="img/toolbar.png" alt="toolbar">
1.28      axel.gru  190: <p>The toolbar has some useful functions that Thunderbird was missing:</p>
1.25      axel.gru  191: <ul>
1.29      axel.gru  192:   <li> Cut / copy / paste: these are designed to transfer filters from one account to another. 
1.25      axel.gru  193:             Select one ore more filters, then push cut or or copy, then select a new account (in the 'Filters for' drop down), 
                    194:                         then paste the filters to the other account.</li>
1.29      axel.gru  195:        <li> Merge filters: allows putting multiple filters into one, provided they do th same action. E.g. if two filters all
1.25      axel.gru  196:             move mails to the 'Fred' folder, you can merge them together into one filter. The assistant will ask you to select
                    197:                         the "Target" filter, which is the one that gets the conditions from the other filters. Once you confirm the "Target Filter"
                    198:                         by clicking Ok, the merged filters will be deleted.</li>
1.29      axel.gru  199:        <li> Clone filter: makes a copy of a filter in the account and opens the edit dialog so it can be modified. </li>
                    200:        <li> Sort Alphabetically - implemented by popular demand. When using this feature you have to be aware that the list order
                    201:             on screen also determines in which order the filters are executed. So if a filter on top moves a message the filter 
                    202:                         below it cannot apply any more. Therefore, some caution is advised while using this feature.</li>
                    203:        <li> Find Duplicates (Thunderbird only): This button is a powerful tool to detect filters that might do the same (and they might also be candidates for 
                    204:             the "Merge" process, as you might be able to combine them into one.
                    205:                         If duplicates are found they are shown in this drop-down: <br>
                    206:                         <img class="screenshot" src="img/find-duplicates-dropdown.png" alt="duplicates"><br>
                    207:                         Clicking an entry will automatically filter the results list to show the duplicate filters only:<br>
                    208:                         <img class="screenshot" src="img/find-duplicates-resultlist.png" alt="duplicates list"><br>
                    209:                         The context menu adds a command "Remove duplicate..." for editing the part that makes this filter a duplicate. 
                    210:                         Alternatively you can select both filters and try the "Merge" button.
                    211:                         </li>
1.25      axel.gru  212:        <li> Filter assistant mode toggle: once this is active, quickFilters will listen for manual mail movement and tagging emails. 
                    213:             If any of these actions occur, the assistant is started so that a filter can be created based on this action</li>
                    214:        <li> The Support Site button opens this page. </li>
                    215:        <li> The wrench button displays quickFilters global preferences. </li>
                    216: </ul>
1.2       axel.gru  217: <p>Also you can now move the filter to the top of the bottom of the list. This is actually significant as the 
                    218: order you see on screen is the same as the order in which the filters are executed. This also means, if a filter
                    219: on the top moves a message from the inbox then the filters below will not get a chance to execute on this message;
                    220: as the filters are only executed on messages in the inbox, they will simply be ignored. Therefore it is very important 
                    221: that it remains easy to re-order the relative positions of the filters. This also works while the search box is active.</p>
1.4       axel.gru  222: 
1.28      axel.gru  223: <a name='options'> </a>
                    224: <h3>Preferences Dialog</h3>
1.31      axel.gru  226: <p>Options Tab - sets global preference of quickFilters. </p>
1.28      axel.gru  227: <img src="img/quickFilters-Options.png" alt="quickFilters Preferences"/><br/>
                    229: <ul>
                    230:   <li>Exit Filter Assistant after a filter has been created. Default:on.</li>
                    231:   <li>Automatically start Filter Assistant mode with application. If you want to full automate all mail movement
                    232:            then you would activate this option and keep quickFilters paying attention to anything you do manually.
1.31      axel.gru  233:            Default: off.</li>
1.28      axel.gru  234:   <li>Display Toolbar in Filter Manager. I highly recommend leaving it on as it gives you extra options (Merge, Clone). 
1.31      axel.gru  235:            Default: on.</li>
                    236:        <li>Listen for Tag changes. The Assistant will detect if a message is tagged manually.</li>
1.32      axel.gru  237:        <li>Support quick move feature - the Assistant will be triggered when Postbox' "quick move" is used.</li>
1.31      axel.gru  238: <ul>
1.33      axel.gru  239: <h4 class="header">Naming Rules</h4>
1.31      axel.gru  240: <p>quickFilters automatically generates filter names, so it is important to be consistent:</p>
                    241: </ul>
                    242:        <li>Disable two-way address conditions - by default the templates "Based on Sender" and "Based on Recipient" 
                    243:            will fill in two conditions, from XXX and to XXX. This is so whole conversations can be filtered 
                    244:                        (including your personal replies) and moved to a folder. This is especially helpful when using 
                    245:                        the "Copy Sent to Current" addon, and avoids messages being "orphaned" in the Sent Mail folder.</li>
1.28      axel.gru  246:   <li>Add parent folder name. Default:on.</li>
                    247:   <li>Add rule specific key word. Default:off.</li>
1.31      axel.gru  248:        <li>Append to name of cloned filter - to avoid confusion when creating multiple versions of the same filter. Default: "(copy)"</li>
1.28      axel.gru  249: </ul>
1.31      axel.gru  250: <p>Debug Mode: Use this for trouble shooting. With this option enabled quickFilters will print information in the Javascript Console.
                    251: The console can be shown via tools &gt; error console. Additional log detail can be switched on via right-click on the checkbox.</p>
1.28      axel.gru  252: 
1.4       axel.gru  254: 
                    255: <h3><a name="other">My other Extensions - highly recommended</a></h3>
                    256: <br/>
1.17      axel.gru  258: <div id='myProjects'>
                    259:        <h4 class="QuickFolders"><a href="">QuickFolders</a></h4>
                    260:        <p>
                    261:        <a href="">QuickFolders</a>
                    262:        (Thunderbird / Postbox) takes the pain out of working with many mail folders; has currently 22,000 daily users and the top rated message reading extensions.<br>
                    263:        </p>
                    265:        <h4 class="ZombieKeys"><a href="">Zombie Keys</a></h4>
                    266:        <p>
                    267:        <a href="">Zombie Keys for Firefox / SeaMonkey</a> ; 
                    268:        <a href="">Zombie Keys for Thunderbird / Postbox</a>
                    269:        <br>
                    270:        <p>Entering European languages (which include diacritics (accented characters, diaeresis, umlauts, etc.), ligatures, the Euro sign, etc.) 
                    271:        into Mozilla applications using a non-native keyboards doesn't have to be a pain any more! 
                    272:        </p>
                    274:        <h4 class="QuickPasswords"><a href="">QuickPasswords</a></h4>
                    275:        <p>
                    276:        <a href="">QuickPasswords for Firefox / SeaMonkey</a>;
                    277:        <a href="">QuickPasswords for Thunderbird / Postbox</a>
                    278:        <br>
                    279:        this is a very neat and quick way to retrieve and use a growing number
                    280:        of passwords, without displaying them on screen or having to re-type them. 
                    281:        Also supports renaming of multiple passwords!
                    282:        </p>
                    283: </div>
1.4       axel.gru  284: 

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