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Create inbox rules

LiveFor: AdminAccess: Admin

Route or label arriving email automatically, and run a rule on the inbox now.

When an email arrives in Triage, every rule whose condition it matches runs, oldest rule first.

  1. Go to Settings > Inbox Rules and press Create Rule.

    The Create Rule dialog: When with Sender contains, Sender domain is or Subject contains; Then with Assign to, Apply label, Link to contact and Clear it from Triage.
    Create Rule: a condition, then what to do.
  2. Under When, choose Sender contains, Sender domain is or Subject contains, and type the text or domain.

  3. Under Then, choose any of: Assign to a colleague, Apply label, Link to contact, and Clear it from Triage.

  4. Press Save.

Settings, Inbox Rules, with the Run on Inbox Now and Create Rule buttons and the list of rules.
Settings > Inbox Rules.

Each rule is listed as When … then …, with Delete. Press Run on Inbox Now to apply your rules to what is already in the inbox; BMS says how many emails matched.

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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