Create a Job From an Email

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On the ribbon, go to Email > Email Rules and select New

 

emailrules3

 

This example rule will do the following:

 

Conditions

Check that the email was sent to, or via training@, and that it is not related to an existing Jim2 object.

 

training

 

Actions

If the above conditions are met, tag the email as Training. There is one more action to this rule: Create Job, but it is flagged as <Manual>. This means that this action applies to this email with the intention of not automatically performing this action.

 

createjobfromemail

 

When viewing the email from an email list, it is flagged that there is an outstanding action ( warning ). The email can then be qualified, eg. this is a support email, then the action manually run, at which point a job is created.

 

Further information

Email Rules: Overview

Email Processing Rules

Link an Email to a Job

Determine PO from Email

Linking External Emails