Readme update
This commit is contained in:
@@ -169,6 +169,7 @@ namespace OutlookCaseHelper
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trayMenu.Items.Add("Settings", null, Settings_Click);
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trayMenu.Items.Add("Settings", null, Settings_Click);
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trayMenu.Items.Add("Start with Windows", null, ToggleStartup_Click);
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trayMenu.Items.Add("Start with Windows", null, ToggleStartup_Click);
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trayMenu.Items.Add("-");
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trayMenu.Items.Add("-");
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trayMenu.Items.Add("About", null, About_Click);
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trayMenu.Items.Add("Exit", null, Exit_Click);
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trayMenu.Items.Add("Exit", null, Exit_Click);
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trayIcon = new NotifyIcon();
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trayIcon = new NotifyIcon();
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@@ -944,5 +945,164 @@ namespace OutlookCaseHelper
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base.OnFormClosing(e);
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base.OnFormClosing(e);
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}
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}
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}
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}
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private void About_Click(object? sender, EventArgs e)
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{
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var form = new AboutForm();
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form.ShowDialog();
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}
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private class AboutForm : Form
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{
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public AboutForm()
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{
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this.Text = "About Outlook Case Manager";
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this.Size = new Size(400, 340);
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this.MinimumSize = new Size(400, 340);
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this.MaximumSize = new Size(400, 340);
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this.FormBorderStyle = FormBorderStyle.FixedDialog;
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this.MaximizeBox = false;
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this.MinimizeBox = false;
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this.StartPosition = FormStartPosition.CenterScreen;
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try { this.Icon = new Icon(Path.Combine(AppDomain.CurrentDomain.BaseDirectory, "casenew.ico")); } catch { }
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// Ícone grande
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var pictureBox = new PictureBox
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{
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Left = 160,
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Top = 20,
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Width = 64,
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Height = 64,
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SizeMode = PictureBoxSizeMode.StretchImage
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};
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try { pictureBox.Image = new Icon(Path.Combine(AppDomain.CurrentDomain.BaseDirectory, "casenew.ico")).ToBitmap(); } catch { }
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// Nome da app
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var lblName = new Label
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{
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Text = "Outlook Case Manager",
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Left = 20,
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Top = 95,
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Width = 350,
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Height = 28,
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TextAlign = ContentAlignment.MiddleCenter,
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Font = new Font("Segoe UI", 14, FontStyle.Bold)
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};
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// Versão
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var lblVersion = new Label
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{
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Text = "Version 1.0.0",
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Left = 20,
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Top = 125,
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Width = 350,
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Height = 22,
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TextAlign = ContentAlignment.MiddleCenter,
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Font = new Font("Segoe UI", 10, FontStyle.Regular),
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ForeColor = Color.Gray
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};
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// Data de lançamento
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var lblDate = new Label
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{
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Text = "Released: March 2026",
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Left = 20,
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Top = 148,
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Width = 350,
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Height = 20,
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TextAlign = ContentAlignment.MiddleCenter,
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Font = new Font("Segoe UI", 9, FontStyle.Regular),
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ForeColor = Color.Gray
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};
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// Descrição
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var lblDesc = new Label
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{
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Text = "Automatically organizes Outlook emails by TrackingID\ninto folders, keeping your inbox clean and cases managed.",
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Left = 30,
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Top = 178,
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Width = 330,
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Height = 40,
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TextAlign = ContentAlignment.MiddleCenter,
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Font = new Font("Segoe UI", 9, FontStyle.Regular)
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};
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// Separador
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var separator = new Label
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{
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Left = 20,
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Top = 228,
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Width = 350,
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Height = 1,
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BorderStyle = BorderStyle.Fixed3D
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};
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// Created by
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var lblCreatedBy = new Label
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{
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Text = "Created by Wellington Ribeiro",
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Left = 20,
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Top = 238,
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Width = 350,
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Height = 18,
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TextAlign = ContentAlignment.MiddleCenter,
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Font = new Font("Segoe UI", 9, FontStyle.Bold)
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};
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// Email — clicável
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var lblEmail = new LinkLabel
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{
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Text = "wribeiro@microsoft.com",
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Left = 20,
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Top = 258,
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Width = 350,
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Height = 18,
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TextAlign = ContentAlignment.MiddleCenter,
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Font = new Font("Segoe UI", 9, FontStyle.Regular)
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};
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lblEmail.LinkClicked += (s, e) =>
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{
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try
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{
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System.Diagnostics.Process.Start(new System.Diagnostics.ProcessStartInfo
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{
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FileName = "mailto:wribeiro@microsoft.com?subject=Outlook Case Manager - Feedback",
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UseShellExecute = true
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});
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}
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catch { }
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};
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// Sugestões
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var lblSuggestions = new Label
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{
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Text = "For suggestions or bugs, contact the email above.",
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Left = 20,
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Top = 278,
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Width = 350,
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Height = 18,
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TextAlign = ContentAlignment.MiddleCenter,
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Font = new Font("Segoe UI", 8, FontStyle.Italic),
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ForeColor = Color.Gray
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};
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// Botão fechar
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var btnClose = new Button
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{
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Text = "Close",
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Left = 150,
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Top = 302,
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Width = 90,
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DialogResult = DialogResult.Cancel
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};
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this.Controls.AddRange(new Control[]
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{
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pictureBox, lblName, lblVersion, lblDate, lblDesc,
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separator, lblCreatedBy, lblEmail, lblSuggestions, btnClose
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});
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this.CancelButton = btnClose;
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}
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}
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}
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}
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}
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}
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@@ -1,3 +1,7 @@
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// Outlook Case Manager
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// Version 1.0.0 | March 2026
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// Author: Wellington Ribeiro — wribeiro@microsoft.com
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using System;
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using System;
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using System.Windows.Forms;
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using System.Windows.Forms;
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@@ -1,190 +0,0 @@
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# Outlook Case Helper
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A Windows system tray application that automatically organizes Outlook emails by TrackingID into folders.
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---
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## Requirements
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- Windows 10/11
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- Microsoft Outlook (classic) installed and configured
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- .NET 8.0 Runtime
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---
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## Installation
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1. Run `OutlookCaseHelperSetup.msi`
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2. Follow the installation wizard
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3. Launch the app from the Start Menu — **Outlook Case Helper**
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4. The app runs in the system tray (bottom-right corner of the taskbar)
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---
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## How It Works
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The app monitors your Outlook Inbox and Sent folders in real time. When an email arrives or is sent with a subject containing `TrackingID#<number>`, it is automatically moved to the corresponding folder under:
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```
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Inbox > Cases > Active > <folder name>
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```
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When a case is closed, the folder is moved to:
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```
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Inbox > Cases > Closed > <folder name>
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```
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---
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## Features
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### Create Rule (Selected Email)
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Right-click the tray icon → **Create Rule (Selected Email)**
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- Select an email in Outlook first
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- The app reads the `TrackingID#` from the subject automatically
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- Optionally add a name to the folder (e.g. `123456 | Client Name`)
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- All existing emails with that TrackingID are moved immediately
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- Future emails are moved automatically in real time
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> If the case already exists in **Closed**, it is moved back to **Active** automatically — no new folder is created.
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---
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### Create Rule (Manual ID)
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Right-click the tray icon → **Create Rule (Manual ID)**
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- Manually type a TrackingID number
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- Optionally add a name to the folder
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- Searches and moves all matching emails from Inbox and Sent
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---
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### Remove Rule (Selected Email)
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Right-click the tray icon → **Remove Rule (Selected Email)**
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- Select an email in Outlook first
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- The app reads the TrackingID and removes the active rule
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- The folder is moved from **Active** to **Closed**
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- Monitoring stops for that TrackingID
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---
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### Remove Rule (Manual ID)
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Right-click the tray icon → **Remove Rule (Manual ID)**
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- Manually type a TrackingID number to remove
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- Same behavior as above
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---
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### Run All Rules Now
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Right-click the tray icon → **Run All Rules Now**
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- Scans all folders in the mailbox
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- Moves any emails matching active rules to the correct folders
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- Useful after the app was closed for a period
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---
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### Settings
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Right-click the tray icon → **Settings**
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Configure keyboard shortcuts:
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| Action | Default Shortcut |
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|---|---|
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| Create Rule | Alt + 1 |
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| Remove Rule | Alt + 2 |
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Modifiers available: **Alt**, **Ctrl**, **Shift**
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Keys available: F1–F12, 0–9, A–Z
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Also available in Settings:
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- **View Rules File** — opens `active_rules.json` in Notepad
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- **Reload Rules** — reloads rules from file without restarting the app
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---
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### Start with Windows
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Right-click the tray icon → **Start with Windows**
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- Toggle whether the app starts automatically when Windows starts
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- Checkmark indicates current state
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---
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## Folder Structure
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```
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Inbox
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└── Cases
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├── Active
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│ ├── 123456 | Client Name
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│ └── 789012
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└── Closed
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└── 654321 | Old Case
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```
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---
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## Rules File
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Rules are stored at:
|
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```
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C:\Users\<username>\AppData\Roaming\OutlookCaseHelper\active_rules.json
|
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||||||
```
|
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||||||
|
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||||||
You can edit this file manually in Notepad (via Settings → View Rules File) and reload without restarting.
|
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|
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||||||
---
|
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||||||
|
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||||||
## Email Subject Format
|
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||||||
|
|
||||||
The app looks for emails with subjects containing:
|
|
||||||
```
|
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||||||
TrackingID#<number>
|
|
||||||
```
|
|
||||||
|
|
||||||
Examples:
|
|
||||||
- `Case update - TrackingID#1234567890`
|
|
||||||
- `Re: Support ticket TrackingID#9876543210123456`
|
|
||||||
|
|
||||||
The number can be any length. Everything before `TrackingID#` is ignored.
|
|
||||||
|
|
||||||
---
|
|
||||||
|
|
||||||
## Limitations
|
|
||||||
|
|
||||||
- **Classic Outlook only** — does not work with New Outlook (web-based). New Outlook support via Microsoft Graph API is planned.
|
|
||||||
- **Single mailbox** — monitors only the primary Outlook account. Shared mailboxes are not supported.
|
|
||||||
- **Outlook must be open** — the app connects to a running Outlook instance. If Outlook is closed, rules are saved but monitoring pauses until Outlook is opened again.
|
|
||||||
- **Subject matching only** — rules are matched by subject line. Emails without `TrackingID#` in the subject are ignored.
|
|
||||||
- **No undo** — moving folders to Closed or Active cannot be undone through the app. Use Outlook directly to move folders manually if needed.
|
|
||||||
- **Manual file editing** — if you edit `active_rules.json` manually, use **Reload Rules** in Settings or restart the app for changes to take effect.
|
|
||||||
- **Case sensitivity** — `TrackingID#` is case-sensitive. `trackingid#` or `TRACKINGID#` will not be matched.
|
|
||||||
|
|
||||||
---
|
|
||||||
|
|
||||||
## Keyboard Shortcuts
|
|
||||||
|
|
||||||
Shortcuts work globally — even when Outlook is in focus.
|
|
||||||
|
|
||||||
| Shortcut | Action |
|
|
||||||
|---|---|
|
|
||||||
| Alt + 1 (default) | Create Rule from selected email |
|
|
||||||
| Alt + 2 (default) | Remove Rule from selected email |
|
|
||||||
|
|
||||||
Shortcuts can be changed in **Settings**.
|
|
||||||
|
|
||||||
---
|
|
||||||
|
|
||||||
## Uninstall
|
|
||||||
|
|
||||||
Go to **Control Panel → Programs → Uninstall a program** → select **Outlook Case Helper** → Uninstall.
|
|
||||||
|
|
||||||
Rules and settings stored in `AppData` are not removed automatically. Delete the folder manually if needed:
|
|
||||||
```
|
|
||||||
C:\Users\<username>\AppData\Roaming\OutlookCaseHelper\
|
|
||||||
```
|
|
||||||
@@ -1,7 +1,11 @@
|
|||||||
# Outlook Case Helper
|
# Outlook Case Manager
|
||||||
|
|
||||||
A Windows system tray application that automatically organizes Outlook emails by TrackingID into folders.
|
A Windows system tray application that automatically organizes Outlook emails by TrackingID into folders.
|
||||||
|
|
||||||
|
**Version:** 1.0.0
|
||||||
|
**Released:** March 2026
|
||||||
|
**Author:** Wellington Ribeiro — wribeiro@microsoft.com
|
||||||
|
|
||||||
---
|
---
|
||||||
|
|
||||||
## Requirements
|
## Requirements
|
||||||
@@ -37,15 +41,32 @@ Inbox > Cases > Closed > <folder name>
|
|||||||
|
|
||||||
---
|
---
|
||||||
|
|
||||||
|
## Tray Menu
|
||||||
|
|
||||||
|
Right-click the tray icon to access all features:
|
||||||
|
|
||||||
|
| Menu Item | Description |
|
||||||
|
|---|---|
|
||||||
|
| Create Rule (Selected Email) | Creates a rule from the selected email in Outlook |
|
||||||
|
| Create Rule (Manual ID) | Creates a rule by manually entering a TrackingID |
|
||||||
|
| Remove Rule (Selected Email) | Removes the rule for the selected email's TrackingID |
|
||||||
|
| Remove Rule (Manual ID) | Removes a rule by manually entering a TrackingID |
|
||||||
|
| Run All Rules Now | Scans all mailbox folders and applies all active rules |
|
||||||
|
| View Active Rules | Opens the dashboard to manage all active rules |
|
||||||
|
| Settings | Configure keyboard shortcuts and rule file options |
|
||||||
|
| Start with Windows | Toggle automatic startup with Windows |
|
||||||
|
| About | App information, version and contact |
|
||||||
|
| Exit | Closes the application |
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
## Features
|
## Features
|
||||||
|
|
||||||
### Create Rule (Selected Email)
|
### Create Rule (Selected Email)
|
||||||
Right-click the tray icon → **Create Rule (Selected Email)**
|
|
||||||
|
|
||||||
- Select an email in Outlook first
|
- Select an email in Outlook first
|
||||||
- The app reads the `TrackingID#` from the subject automatically
|
- The app reads the `TrackingID#` from the subject automatically
|
||||||
- Optionally add a name to the folder (e.g. `123456 | Client Name`)
|
- Optionally add a name to the folder (e.g. `123456 | Client Name`)
|
||||||
- All existing emails with that TrackingID are moved immediately
|
- All existing emails with that TrackingID are moved immediately from all folders
|
||||||
- Future emails are moved automatically in real time
|
- Future emails are moved automatically in real time
|
||||||
|
|
||||||
> If the case already exists in **Closed**, it is moved back to **Active** automatically — no new folder is created.
|
> If the case already exists in **Closed**, it is moved back to **Active** automatically — no new folder is created.
|
||||||
@@ -53,45 +74,67 @@ Right-click the tray icon → **Create Rule (Selected Email)**
|
|||||||
---
|
---
|
||||||
|
|
||||||
### Create Rule (Manual ID)
|
### Create Rule (Manual ID)
|
||||||
Right-click the tray icon → **Create Rule (Manual ID)**
|
|
||||||
|
|
||||||
- Manually type a TrackingID number
|
- Manually type a TrackingID number
|
||||||
- Optionally add a name to the folder
|
- Optionally add a name to the folder
|
||||||
- Searches and moves all matching emails from Inbox and Sent
|
- Searches and moves all matching emails from all folders
|
||||||
|
|
||||||
---
|
---
|
||||||
|
|
||||||
### Remove Rule (Selected Email)
|
### Remove Rule (Selected Email)
|
||||||
Right-click the tray icon → **Remove Rule (Selected Email)**
|
|
||||||
|
|
||||||
- Select an email in Outlook first
|
- Select an email in Outlook first
|
||||||
- The app reads the TrackingID and removes the active rule
|
- The app reads the TrackingID and removes the active rule
|
||||||
- The folder is moved from **Active** to **Closed**
|
- The folder is moved from **Active** to **Closed**
|
||||||
- Monitoring stops for that TrackingID
|
- Monitoring stops for that TrackingID
|
||||||
|
- Confirmation popup before closing the case
|
||||||
|
|
||||||
---
|
---
|
||||||
|
|
||||||
### Remove Rule (Manual ID)
|
### Remove Rule (Manual ID)
|
||||||
Right-click the tray icon → **Remove Rule (Manual ID)**
|
|
||||||
|
|
||||||
- Manually type a TrackingID number to remove
|
- Manually type a TrackingID number to remove
|
||||||
- Same behavior as above
|
- Same behavior as above
|
||||||
|
|
||||||
---
|
---
|
||||||
|
|
||||||
### Run All Rules Now
|
### Run All Rules Now
|
||||||
Right-click the tray icon → **Run All Rules Now**
|
- Scans **all folders** in the mailbox recursively
|
||||||
|
|
||||||
- Scans all folders in the mailbox
|
|
||||||
- Moves any emails matching active rules to the correct folders
|
- Moves any emails matching active rules to the correct folders
|
||||||
- Useful after the app was closed for a period
|
- Useful after the app was closed for a period or to do a full cleanup
|
||||||
|
- Shows a tray notification when complete
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
### View Active Rules (Dashboard)
|
||||||
|
Opens an interactive dashboard to manage all active rules.
|
||||||
|
|
||||||
|
| Button | Description |
|
||||||
|
|---|---|
|
||||||
|
| Add Rule | Creates a new rule directly from the dashboard |
|
||||||
|
| Rename | Renames the selected rule and its Outlook folder |
|
||||||
|
| Close Case | Moves the selected folder to Closed (with confirmation) |
|
||||||
|
| Reload Rules | Reloads rules from the JSON file without restarting |
|
||||||
|
| Refresh | Updates the email count for all rules |
|
||||||
|
| Close | Closes the dashboard |
|
||||||
|
|
||||||
|
The dashboard shows for each rule:
|
||||||
|
- **Folder Name** — full name including optional label
|
||||||
|
- **TrackingID** — the numeric ID extracted from the folder name
|
||||||
|
- **Emails** — current number of emails in the folder
|
||||||
|
|
||||||
|
> Double-clicking a rule opens the Rename dialog directly.
|
||||||
|
|
||||||
---
|
---
|
||||||
|
|
||||||
### Settings
|
### Settings
|
||||||
Right-click the tray icon → **Settings**
|
Configure keyboard shortcuts and rule file options.
|
||||||
|
|
||||||
Configure keyboard shortcuts:
|
| Section | Description |
|
||||||
|
|---|---|
|
||||||
|
| Create Rule shortcut | Keyboard shortcut to create a rule from selected email |
|
||||||
|
| Remove Rule shortcut | Keyboard shortcut to remove a rule from selected email |
|
||||||
|
| View Rules | Opens `active_rules.json` in Notepad |
|
||||||
|
| Reload Rules | Reloads rules from file without restarting |
|
||||||
|
|
||||||
|
Default shortcuts:
|
||||||
|
|
||||||
| Action | Default Shortcut |
|
| Action | Default Shortcut |
|
||||||
|---|---|
|
|---|---|
|
||||||
@@ -101,17 +144,17 @@ Configure keyboard shortcuts:
|
|||||||
Modifiers available: **Alt**, **Ctrl**, **Shift**
|
Modifiers available: **Alt**, **Ctrl**, **Shift**
|
||||||
Keys available: F1–F12, 0–9, A–Z
|
Keys available: F1–F12, 0–9, A–Z
|
||||||
|
|
||||||
Also available in Settings:
|
|
||||||
- **View Rules File** — opens `active_rules.json` in Notepad
|
|
||||||
- **Reload Rules** — reloads rules from file without restarting the app
|
|
||||||
|
|
||||||
---
|
---
|
||||||
|
|
||||||
### Start with Windows
|
### Start with Windows
|
||||||
Right-click the tray icon → **Start with Windows**
|
- Toggles whether the app starts automatically when Windows starts
|
||||||
|
|
||||||
- Toggle whether the app starts automatically when Windows starts
|
|
||||||
- Checkmark indicates current state
|
- Checkmark indicates current state
|
||||||
|
- Stored in the Windows Registry under `HKCU\SOFTWARE\Microsoft\Windows\CurrentVersion\Run`
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
### About
|
||||||
|
Displays app information including version, release date, description, and contact details.
|
||||||
|
|
||||||
---
|
---
|
||||||
|
|
||||||
@@ -129,17 +172,6 @@ Inbox
|
|||||||
|
|
||||||
---
|
---
|
||||||
|
|
||||||
## Rules File
|
|
||||||
|
|
||||||
Rules are stored at:
|
|
||||||
```
|
|
||||||
C:\Users\<username>\AppData\Roaming\OutlookCaseHelper\active_rules.json
|
|
||||||
```
|
|
||||||
|
|
||||||
You can edit this file manually in Notepad (via Settings → View Rules File) and reload without restarting.
|
|
||||||
|
|
||||||
---
|
|
||||||
|
|
||||||
## Email Subject Format
|
## Email Subject Format
|
||||||
|
|
||||||
The app looks for emails with subjects containing:
|
The app looks for emails with subjects containing:
|
||||||
@@ -151,19 +183,26 @@ Examples:
|
|||||||
- `Case update - TrackingID#1234567890`
|
- `Case update - TrackingID#1234567890`
|
||||||
- `Re: Support ticket TrackingID#9876543210123456`
|
- `Re: Support ticket TrackingID#9876543210123456`
|
||||||
|
|
||||||
The number can be any length. Everything before `TrackingID#` is ignored.
|
The number can be any length. Everything before and after `TrackingID#<number>` is ignored.
|
||||||
|
|
||||||
---
|
---
|
||||||
|
|
||||||
## Limitations
|
## Rules File
|
||||||
|
|
||||||
- **Classic Outlook only** — does not work with New Outlook (web-based). New Outlook support via Microsoft Graph API is planned.
|
Rules are stored at:
|
||||||
- **Single mailbox** — monitors only the primary Outlook account. Shared mailboxes are not supported.
|
```
|
||||||
- **Outlook must be open** — the app connects to a running Outlook instance. If Outlook is closed, rules are saved but monitoring pauses until Outlook is opened again.
|
C:\Users\<username>\AppData\Roaming\OutlookCaseHelper\active_rules.json
|
||||||
- **Subject matching only** — rules are matched by subject line. Emails without `TrackingID#` in the subject are ignored.
|
```
|
||||||
- **No undo** — moving folders to Closed or Active cannot be undone through the app. Use Outlook directly to move folders manually if needed.
|
|
||||||
- **Manual file editing** — if you edit `active_rules.json` manually, use **Reload Rules** in Settings or restart the app for changes to take effect.
|
You can edit this file manually:
|
||||||
- **Case sensitivity** — `TrackingID#` is case-sensitive. `trackingid#` or `TRACKINGID#` will not be matched.
|
1. Open **Settings → View Rules** to open the file in Notepad
|
||||||
|
2. Edit the JSON array — each entry is a folder name string
|
||||||
|
3. Click **Settings → Reload Rules** to apply changes without restarting
|
||||||
|
|
||||||
|
Example file:
|
||||||
|
```json
|
||||||
|
["123456 | Client Name", "789012", "654321 | Old Project"]
|
||||||
|
```
|
||||||
|
|
||||||
---
|
---
|
||||||
|
|
||||||
@@ -180,11 +219,31 @@ Shortcuts can be changed in **Settings**.
|
|||||||
|
|
||||||
---
|
---
|
||||||
|
|
||||||
|
## Limitations
|
||||||
|
|
||||||
|
- **Classic Outlook only** — does not work with New Outlook (web-based). New Outlook support via Microsoft Graph API is planned for a future version.
|
||||||
|
- **Single mailbox** — monitors only the primary Outlook account. Shared mailboxes are not supported.
|
||||||
|
- **Outlook must be open** — the app connects to a running Outlook instance. If Outlook is closed, rules are saved but monitoring pauses until Outlook is reopened.
|
||||||
|
- **Subject matching only** — rules are matched by subject line. Emails without `TrackingID#` in the subject are ignored.
|
||||||
|
- **Case sensitivity** — `TrackingID#` is case-sensitive. `trackingid#` or `TRACKINGID#` will not be matched.
|
||||||
|
- **No undo** — moving folders to Closed or Active cannot be undone through the app. Use Outlook directly to move folders manually if needed.
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
## Uninstall
|
## Uninstall
|
||||||
|
|
||||||
Go to **Control Panel → Programs → Uninstall a program** → select **Outlook Case Helper** → Uninstall.
|
Go to **Control Panel → Programs → Uninstall a program** → select **Outlook Case Manager** → Uninstall.
|
||||||
|
|
||||||
Rules and settings stored in `AppData` are not removed automatically. Delete the folder manually if needed:
|
Rules and settings stored in `AppData` are not removed automatically. Delete the folder manually if needed:
|
||||||
```
|
```
|
||||||
C:\Users\<username>\AppData\Roaming\OutlookCaseHelper\
|
C:\Users\<username>\AppData\Roaming\OutlookCaseHelper\
|
||||||
```
|
```
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## Contact
|
||||||
|
|
||||||
|
**Wellington Ribeiro**
|
||||||
|
wribeiro@microsoft.com
|
||||||
|
|
||||||
|
For suggestions or bug reports, please send an email with the subject **Outlook Case Manager - Feedback**.
|
||||||
|
|||||||
Reference in New Issue
Block a user