Did You Know? Using Filters Part 4: Creating a Filter from an Email

Did You Know? Using Filters Part 4: Creating a Filter from an Email

Did you know that you can create a filter from an email using either the right-click menu, as shown, or using the Actions menu?

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Several conditions are set automatically.

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Edit these carefully.

Notice that the last condition uses “matches exactly”. It is a best practice not to use this option. In this example, this filter would only work for email with “Re: Customer Road Trip” as the subject, which is not likely to be a useful filter.

Simply:

  • Name the filter.
  • Edit the conditions as necessary.
  • Specify the action(s).
  • Click OK.

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