When I get a new client I set up a folder under archive using the clients surname. All emails regarding this client are stored here. I have set up a rule After message has been sent with X found in subject and sent using processaccount make a copy to X folder
Can I keep this as a template so I only need to add the X detail each time I make a new folder?
or alternatively (and preferred but I think I’m pushing it)
send a copy of a sent email if a word in the subject matches the name of an archive folder ???
Hi Gary, Hopefully you can help me with this issue, which relates to my previous post. The rule is set to copy sent email to a local folder however it moves the email instead. I have double checked and reapplied the rule multiple times however it still moves the email. Any advice?
Dannielle