Add New Email Import Recognition Rules

Use the Email Import Recognition Rules submodule to add new email import recognition rules.

To use the Email Import Recognition Rules submodule, you must have access to Settings as defined in the User Access Rights submodule 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 system, use the drop-down list above the left pane of the Settings screen to select the company to which you want to add a new email import recognition rule.
3. In the left pane of the Settings screen, 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 applicable options.
6. If you want to automatically create an email import recognition rule as a ticket or enable its active status, select the corresponding check box.
7. Click OK.