Filtering - Zimbra
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- Geraldine Gilmore
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1 Filtering - Zimbra filtering allows you to definite rules to manage incoming . For instance, you may apply a filter on incoming to route particular s into folders or delete s from specific senders. The following explains how to filter in Zimbra. 1. To begin, click Preferences, located on the main Zimbra toolbar. 2. Click Filters, located under the Preferences tab. Figure 1 - Preferences 3. In the Mail Filters window, click Create Filter. Figure 2 - Filters Figure 3 - Create Filter For additional help or installation issues, please contact: Page 1 of 7
2 4. Enter a descriptive filter name in the Filter Name field. 5. Verify that the Active checkbox is checked. Figure 4 - Filter Name Figure 5 - Active Checkbox 6. In the Grouping Preference drop-down, indicate whether you wish to apply the filter if any of the conditions or all of the conditions are met. Figure 6 Grouping Preference dropdown 7. To select your preferred field in which the condition will be applied, use the Condition drop-down. Figure 7 - Filter Application Conditions For additional help or installation issues, please contact: Page 2 of 7
3 8. Use the Comparisons drop-down to select the comparison to use in the condition. For example, you may indicate comparisons such as if a field matches exactly, does not contain, among others. Figure 8 - The Operator 9. In the text box located next to the Comparisons drop-down, enter the text that will be used to compare against incoming messages. Figure 9 - Operator comparison 10. If you need additional conditions, click the + button and repeat steps 6-8 as necessary. Figure 10 - Click the + Button For additional help or installation issues, please contact: Page 3 of 7
4 11. Click the Actions drop-down to indicate what action to take if an matches the specified conditions. Figure 11 - Actions Button 12. A list of actions will appear in the drop-down menu. Figure 12 - Actions For additional help or installation issues, please contact: Page 4 of 7
5 13. If you wish to keep an in the inbox, select the Keep in Inbox option. Figure 13 - Keep in Inbox 14. If you wish to Delete an , select the Delete option. 15. If you wish to Move the to a folder: a. Select the Move into folder option. Figure 14 - Delete b. Click Browse. Figure 15 - Move into folder Figure 16 - Click Browse For additional help or installation issues, please contact: Page 5 of 7
6 c. Navigate to and select the folder you wish to route the s to. 16. If you wish to tag an a. Select the Tag With option. Figure 17 - Select the folder b. Click Browse. Figure 18 - Tag with c. Select your preferred tag. Figure 19 - Click Browse 17. If you wish to mark an as Read or Flagged: a. Select the Mark as option. Figure 20 - Mark as For additional help or installation issues, please contact: Page 6 of 7
7 b. Indicate whether you wish to have s marked as Read or Flagged from the Read drop-down menu. Figure 21 - Read Drop-down Options 18. If you wish to redirect an to another address: a. Select the Redirect to Address option. Figure 22 - Redirect to Address b. Enter the address that you wish to redirect s to. Figure 23 - Redirect to Address 19. When you are ready to apply your filter, click OK. Figure 24 - Click OK For additional help or installation issues, please contact: Page 7 of 7
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