Tips & Tricks

Tips for filtering incoming Alerts in Outlook

In some cases, you may wish to filter the Alerts and move emails that don't interest you to a different Outlook folder so they don't clutter your Inbox.
 
You can create Outlook rules to filter incoming email according to the Sender (the Alias name you set in the Alerts Server System Settings) or the email's subject.

 
For example, you may wish to receive Ticket Manager Alerts, but not Alerts for each Document added to the Ticket. To accomplish this, create a rule in Outlook that moves email to another folder based on the subject's prefix. Here is an example of the subject line of a Ticket Manager Alert:

[tkt-mgr] CommitCRM Document - New [0500-0002, Completed, Natalie, Internet - Cafe, Inc.]

You can therefore create a rule that any email starting with: "[tkt-mgr] CommitCRM Document" will be moved to another folder.