WorkBook

Automatically Create Email Import Recognition Rules as Tickets

Use Email Import Recognition Rules in the Ticket Setup submodule in the Settings module to automatically create email import recognition rules as tickets.

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 automatically create an email import recognition rule as a ticket:

  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 that contains the email import recognition rule that you want to automatically create as a ticket.
  3. In the left pane of the Settings page, click Ticket Setup > Email Import Recognition Rules.
  4. Highlight the email import recognition rule that you want to automatically create as a ticket, and select the Auto Create as Ticket check box.