Email Rules: Introduction

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Email rules exist to help automate email as much as possible.

 

Add, edit and view email rules via the Email tab on the ribbon and selecting the Email Rules icon, or by right clicking on Email in the Nav Tree and choosing Email Rules from the pop-up menu.

 

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hmtoggle_arrow1Email rules – what are they?

 

hmtoggle_arrow1Email rules – what can you do with them?

 

Further information

Email Rules: Overview

Email Processing Rules

Link an Email to a Job

Determine PO from Email

Linking External Emails