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Article Index
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Filtering key/text (in email body or subject) should be in the format as below.
[Mandatory Group1 term] [optional space] [Optional Group2 term] [Optional Joiner] [actual job ref/Id]
Based on the above, having “Job” or “project” is mandatory, but “Ref” or “Reference” is a group 2 term similar to “Id”. i.e Having “Ref” only will not enable a text getting filtered. Instead it should be combined with either ‘job’ or ‘project’. Some correct filtering examples are listed below.
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Where the sender's email address is the same as the client’s email address in Framework, the email will be saved in the CRM Comments in green.
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Customers with Multiple Framework Jobs
Where the sender's email address is the same as the client’s contact email address AND the email address is held against 2 or more jobs, the email will appear against all jobs until the email is linked to the correct job.
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