Microsoft Exchange Server 2010
If you use Microsoft Exchange 2010 for your emails, you can configure this to automatically forward your emails to the relevant matter inside InTouch.
These actions require admin rights to the Exchange 2010 server.
Creating a Transport Rule
- Open the Exchange Management Console
- On the left hand side, expand the Exchange Tree then expand Organisation Configuration
- Within the central section, select the Transport Rules tab
- Within the Actions section on the right hand side, select New Transport Rule
- Enter a name for the transport ruleThis can be anything you like, but we suggest 'Send email to InTouch'.
- Ensure Enable Rule is ticked
- Select Next
- Check the box: 'when the Subject field contains specific words'
- In the lower pane, follow the link: 'specific words'
- In the Words: field enter "ITR:"
- Select Add > OK
- Select Next
- Under Actions, check the box: 'Blind carbon copy (Bcc) the message to addresses'
- In the bottom panel follow the link: 'addresses'
- Select the dropdown field next to Add > External E-Mail Addresses
- In the pop up window, enter the relevant email address:
- For the UK and Channel Islands:
mail@inbound.intouchapp.co.uk - For Australian customers:
mail@aus.inbound.intouch.cloud - For those in the Bahamas:
mail@bhs.inbound.intouch.cloud
- For the UK and Channel Islands:
- Select OK, and then OK again on the previous window
- Select Next
- Select New and wait a few seconds whilst the Exchange adds the new rule
- Click Finish to complete the process
