Email Rules: Overview

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emailrules

 

Email rules are the rules that are applied to incoming emails as they are received. Rules are based on conditions and actions. If an email meets the conditions, apply the actions.

 

Add as many email rules as required and control the order in which they are applied to incoming emails. Once a rule has been run and its conditions met, choose to stop processing any additional rules. This allows rules to be effectively chained.

 

Info

It is suggested to create a rule for each email account to ensure emails arrive in the correct folder.

 

For example, the first rule may be to determine the cardfile to be related to the email, then additional rules apply email tags, then even more rules create a job, etc.

 

Typically, set up the first two rules, as follows:

 

hmtoggle_arrow1Rule 1: Determine cardfile from email

 

hmtoggle_arrow1Rule 2: Auto-add existing email tags

 

Further information

Email Processing Rules

Link an Email to a Job

Determine PO from Email

Linking External Emails