Wednesday, May 21, 2008

GoldMine - Redirecting e-mail to another employee

An employee leaves the company and the client wants to redirect his/her e-mail to another user for a period of time. This can be done by setting up a rule in GoldMine e-mail.

* Open your email center and click on the Actions button across the top and choose Set up E-mail Rules
* The E-mail rules center will pop-up
* You want to direct all of Gene's e-mail to Susan
* Right click and choose New Rule Set
* The E-mail Rules Wizard will pop-up and walk you through creating the rule, its condition and action
* Name the rule (i.e., Redirect Gene’s e-mail to Susan) and choose Incoming Mail as the type of mail this rule should handle
* Click next
* You will now define a condition
* Choose ALL of the following conditions must be true
* Click on the New button
* In the Mail Field choose To
* In the Logical condition field choose Equal to
* In the value field type in Susan's e-mail address (i.e.,
* Click on OK
* Click Next
* On the next screen you will specify what action to take when mail comes in for Gene's e-mail address
* Click on New
* Click on Action on Mail field and choose Re-direct from the drop-down list
* Choose the GoldMine user option and choose Susan from the Address field’s drop-down list (or you type in an e-mail address to which the e-mail will be forwarded)
* Click the Send Immediately option to activate it
* Click on OK
* Click on Finish
* You will now see the rule in the E-mail rule center with the box next to it checked and all of Gene's incoming e-mail will not be forwarded to Susan


jorg gray said...

Moving or temporarily relocating? Ensure your mail is redirected when you change your address. Learn about Mail Forwarding service Read more on mail forwarding.

Adiba Alam said...

You should re-subscribe to mailing records, and change your address on every one of the sites you have enrolled with. In the event that you are keen you will add an automated assistant to your old email address, giving the new address. mail forwarding tips