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 ???