Email, Calendar and Mailing Lists

How to Set Up Filters

Email filtering allows you to define rules to manage incoming and outgoing email messages.  Filters automatically sort your messages according to the rules you set up.

To create or edit a new filtering rule:

  1. Click the Preferences tab.

  2. Open Filters and click New Filter.

    Screen Shot 2012-12-11 at 3.27.28 PM

  3. The Add Filter dialog displays. This is where you define the rule and the destination for the new filter.

  4. In Filter Name, type a unique name for the filter rule.

    Screen Shot 2012-12-11 at 3.29.58 PM

  5. In the line  If xxx of the following conditions are met, choose a grouping preference.  

    • Any means that if any of the conditions in the filter are met, apply the action.

    • All means that all of the conditions in the filter must be met in order to apply the filter action.  

The following steps can be repeated to set up multiple conditions and actions within a single filter. Click the + link to set up multiple conditions.

    • Select from the first drop-down list which condition to use.  

    • Choose a comparison method. The options displayed depend on your choice in the previous drop-down. For example, "is" or "is not" could be shown.

    • Enter a word or phrase to compare against in the text field.

Click plusbutton.gif , to add more conditions. You can continue to add more conditions or proceed to the next part, which is to add one or more actions.

  1. In the Perform the following actions area, choose an action from the drop-down list.

Specify a folder or tag name, if necessary. What you specify depends on the action you choose.

Click plusbutton.gif , to add more actions. You can continue to add more actions or click OK to finish.

  1. At the top of the Add Filter dialog is an Active check box. Check this box to turn on the filter rule.  You can uncheck the Active box if you do not want a rule to run.

  2. Check Do not process additional filters, if this is the only filter to be run on messages that meet the conditions of this filter. The Do not process additional filters action should be the last action within each filter rule. This prevents the application of any additional filter rules to email messages that match the current rule.