If you are using the "Forward All Emails", You may want to block certain emails from coming into CosmoLex. Perhaps personal notes, or internal communications. Within CosmoLex, you can set up exclusion rules so those emails do not end up in your inbox for tagging.
To set up an exclusion rule:
- Go to Activities > Emails and click the "Rules" Icon
- To Add a new rule, click Add.
- You can type in the text box, and then select the restrict rule for this - Equals To, Contains, Starts With Perhaps you want to block any emails from J Smith Law, you can enter the following: