Outlook Add-in: Inbox Routing Rules
Inbox routing rules allow you to override default email capture logic to accomplish one of two 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.
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.
To manage Inbox Routing Rules, from the Outlook Add-in toolbar, click the More icon 
and select .
To add a new rule, click the drop-down.
Select which type of rule you want to create: Route emails to a specific Client (Record), or Block (do not capture).
Route emails to a specific Client (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.
The search box to select the Record to route to only works using the Last Name of Persons. A Record without at least a Person 1 cannot be searched for using this method. AdvisorEngine recommends every Record have at least one Person.
Block (do not capture)
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.
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