Microsoft 365: Inbox Routing Rules

Microsoft 365: Inbox Routing Rules

Inbox routing rules allow you to set certain logic rules to accomplish one of two specific outcomes when using Email Capture functionality:

  • Redirect emails that match certain criteria to a specific Record.
  • Ignore (do not capture) emails that match certain criteria.
Note: As implied by the name, Inbox routing rules only affect items that arrive in your Inbox, not any other folder.

Any match to a routing rule will override a default match of the standard email capture criteria. You may create as many rules as you need, so long as they do not conflict with each other. Routing rules only affect the User that created them.

Inbox routing rules are created or managed from User Profile > User Preferences by clicking Edit then Setup under Inbox Routing Rules. Routing rules only affect the User that created them.

To add a new rule, click Add New.

Select which type of rule you want to create: Route to Specific Record, or Block Emails.

Route to a Specific Record

Emails can be routed to a Record of your choosing based on one of three criteria options:

  • By Email Address: Enter in a specific email address. Any email received from or sent to this address will be captured to the specified Record.
  • By Domain: Enter in any email domain. (n.b. The domain is the part of the email address after the @ symbol.) All emails received from or sent to email addresses from that domain will be captured to the specified Record.
  • By Subject: Enter any string of two (2) or more characters. Any email sent or received that contains a match for these characters in the Subject line will be captured to the specified Record.

Finally, search for and select the Record you want any matches to be captured to.

Block Emails

Emails can be blocked from being captured when they would otherwise meet the default capture criteria. The following criteria are available to block:

  • By Domain: Enter in any email domain. (n.b. The domain is the part of the address after the @ symbol.) All emails received from or sent to addresses from that domain will be not be captured.
  • By Email Address: Enter in a specific email address. Any email received from or sent to this address will not be captured.
  • Copied On: Any email received as a CC and not directly addressed to the user will not be captured.
    • Related Articles

    • Outlook Add-in: Inbox Routing Rules

      Inbox routing rules allow you to set certain logic rules to accomplish one of two specific outcomes when using Email Capture functionality: Redirect emails that match certain criteria to a specific Record. Ignore (do not capture) emails that match ...
    • Microsoft 365: Email Capture Overview and Setup

      The above video covers the content of this help topic and Microsoft 365: Manual Email Capture and Management. Once the Microsoft 365 integration is Set up for your User, you can begin capturing emails to Junxure. When an email is captured, a stored ...
    • Microsoft Exchange: User Setup

      After your Junxure Admin user has completed the Microsoft Exchange: Firm Setup, each user can complete the User Setup process below to enable sending email and calendar sync from within Junxure. After this process is complete, you will need to ...
    • Microsoft Exchange: Firm Setup

      Junxure has two levels of setup for email capabilities from within the program. The overall email provider must be specified at the Firm level, as detailed below. Once this is established, each User may complete their individual setup to enable ...
    • Microsoft 365: Manual Email Capture and Management

      Once the Microsoft 365 integration is Set up for your User, you have access to the Email Management Workspace, allowing you to manually capture or manage any mis-captured emails as needed. The Email Mgt. navigation option will appear on the Site ...