Description:
The emails from the TeamDynamix system are set up to attach the name of whomever entered the update as the "from" name. This can cause emails to be glossed over or missed at times, since they are not from a generic "Help Desk" name.
One advisable solution is to set up inbox rules to set a category tag and/or move these emails to a designated folder of your inbox.
Visual of an email with the category tag applied. You can search your email by Category to easily find TDX emails.
Instructions:
- Log in to email
- Select the Gear icon to open Settings in the upper right
- On the bottom of the panel that opens, click View all Outlook settings
- Click Mail
- Select Rules
- Then click + Add new rule
- Name your rule
- Add a condition, and select Sender address includes
- Enter notify@teamdynamixapp.com
- If looking to only tag "Tickets", Add another condition
- Select Subject includes, and enter Tickets
To add a Category Tag
After completing steps 1-10
- Add an action, and select Categorize
- Search for or create a new category (I have a TDX Tickets and TeamDynamix category created in the example below)
- If you'd like to run the rule now, check that box.
- Hit Save
To Move to a Folder
After completing steps 1-10
- Add an action, and select Move to
- Pick the inbox folder you would like to use
- If not shown in list, select Move to a different folder.... for a list of all current inbox folders
- You can also create a new inbox folder by selecting Create new folder
- If you'd like to run the rule now, check that box.
- Hit Save
Additional Info/Resources:
See the Outlook.com Microsoft Support page on How to Use Inbox Rules for more information and tips.
Microsoft Support also has an article on How to Use Inbox Rules in the Outlook Client (app).