The forums are being retired in favor of a new help portal with improved knowlege base and direct access to support. - Please visit our new help portal for information and support.

How do I set up a default project for a contact?

Tips for optimizing use of ClearContext.

How do I set up a default project for a contact?

Postby ClearContext Support » Fri Mar 11, 2011 3:05 pm

Use AutoAssign to automatically assign a project based on sender. Select the AutoAssign button, give the rule a name (i.e. Mom), check “Sender” and enter a sender email address (i.e. mymom@myhome.net), and select the default project (i.e. Personal) in the Assign to Project: drop down list box.
Image
ClearContext Support
 
Posts: 3646
Joined: Wed Jan 09, 2008 1:52 pm

Return to Setup & Configuration

 


  • Related topics
    Replies
    Views
    Last post

Who is online

Users browsing this forum: No registered users and 0 guests

cron