Last time we talked about some of the sorting power of the Workteam Collaboration Suite from CPA Site Solutions offered through your website package. There is even more that can be done with the sorting power of the Filters you can setup.

After reading the previous post about setting up labels you should have a basic knowledge of how to add labels to the email in your inbox. This allows you to archive email and save yourself some clutter as well as organizing your email.

What if you want the labels to be applied automatically so you can save yourself some much needed time and hassle? Well, custom filters allow that to be possible.

Image of Filter Settings

Open the settings for your account. (See our previous post if your need directions on how to do this.) This time you are going to click on the “Filters” menu item which is located next to the “Labels” tab. This list starts out empty but you can fill it rather quickly.

Create A New Filter. Start off by clicking on “Create a new filter” at the bottom of the page. On the next page you’ll see some of the filters you can apply.

Setup a Test Filter. We’ll setup a test filter first. What you want to do is enter @CPASiteSolutions.com in the “From:” field then click the “Next Step >>” button.

On the next screen you’ll see at the top a few options of what you want the filter to do, right now we are working on adding a label as it arrives, so place a check next to “Apply the label:” and select a label.

Apply The Filter to An Email. Below these choices you’ll see a list of emails you have received from @CPASiteSolutions.com and you can apply the labels to them as well by checking the box that says “Also apply the filter to X conversations below” before hitting create filter.

Filters In Action

So what we’ve done is now added a label to all email you have received from @CPASiteSolutions.com. This setting also applies to all new emails from @CPASiteSolutions.com.

A look back at the options for what a filter can do allows you greater organization by automatically achieving email, or flagging it as being read, to even just adding a star.

Have any comments regarding the use of filters? Let us know we would love to hear from you.

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