Automatically Tag Incoming Email to Job

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To have Jim2 automatically tag an incoming email to a job, set up a new email rule as follows.

 

info

Note: This will not work for quotes.

 

In this instance the email rule is called Determine Job from Subject with ##.

 

Create a new rule, then choose Subject or message body contains and enter ~##.

 

autotag

 

Then apply the following actions:

 

Determine the job from contents using the below regex.

Regex to use: ~##(?<JobNo>[\S]+)

 

determinejob1

 

Further information

Manually Move and Tag Emails