Add New Email Import Recognition Rules

Use Email Import Recognition Rules in the Ticket Setup submodule in the Settings module to add new email import recognition rules.

To use Email Import Recognition Rules in the Ticket Setup submodule, you must have access to Settings as defined in User Access Rights under Settings.

To add a new email import recognition rule:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company to which you want to add a new email import recognition rule.
3. In the left pane of the Settings page, click Ticket Setup > Email Import Recognition Rules.
4. On the grid toolbar, click Add New Recognition Rule .
5. In the Create Email Import Recognition Rules dialog box, enter or select the appropriate options.
6. To automatically create an email import recognition rule as a ticket or enable its active status, select the corresponding check box.
7. Click OK.