By Object and By Report

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By Object tab

archive by object tab

 

The By Object tab allows determining if an email is related to a specific Jim2 object type. If the email is related to the specified object type, the condition returns True.

 

Example usage:

Identify all emails related to stock transfers.

Identify all emails not related to quotes, jobs, purchases.

 

The following Jim2 objects are supported:

CardFile

Invoice

Job

Purchase Order

Quote

Return From Customer

Return To Vendor

Stock Adjustment

Stock Transfer

Stocktake

 

By Report tab

archive by report tab

 

The By Report tab allows determining if an email has a specific report attached. If the email has the specified report attached, the condition returns True.

 

Example usage:

identify all emails that have a statement report attached

identify all emails that have an invoice report attached.

 

All active reports in Jim2 are available for selection.

 

Further information

Email Archiving

Email Archive Rules:

Overview

Execution Order

Conditions

Applying Archive Rules

Actions

 

How to

Email Archive – Setup Configuration

Create an Email Archiving Rule

Restore Archived Emails