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1 line
6.6 KiB
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Executable File
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<TITLE>Creating Filters</TITLE>
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<BODY>
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<H3>Creating Filters</H3>
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<P>Note: If you are using Eudora in Light mode, only a limited number of functions
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are available.</P>
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<P>Many of Eudora's email management functions can be automated with a "filter,"
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which you can think of as a sort of "valet" or "butler"
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that performs certain operations on your messages behind the scenes, automatically.
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You can set up these filters for incoming messages or outgoing messages, or
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both.</P>
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<P>You can do such things as the following, on incoming messages, for example:</P>
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<UL><LI>Transfer all the messages from your children into a Personal mailbox.</LI></UL><BR>
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<UL><LI>Automatically reply with a stationery message saying that you are "on
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vacation."</LI></UL><BR>
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<UL><LI>Play a sound when you receive a message from someone important.</LI></UL><BR>
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<UL><LI>Raise the priority on an important incoming message and also change its
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label color to red for "Hot," for example.</LI></UL>
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<P>There are two ways to create a filter. One is simple, and the other is detailed.
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Starting with an existing email message, you can create a simple transfer filter
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using the <B>Make Filter</B> dialog (<B>Special>Make Filter...</B>). You
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can create a detailed filter that looks at multiple aspects of a message and
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performs multiple actions on it by using the <B>Filters</B> window (<B>Window>Filters</B>).</P>
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<P>To create a simple transfer filter (one that automatically transfers messages
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to other mailboxes), do the following:</P>
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<OL>
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<LI>Select or open the email message that contains the information you want
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to use to create the filter (sender's address, recipient's address,
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or Subject words, for example).</LI><BR><BR>
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<LI>Select the <B>Special>Make Filter...</B> command. The Make Filter dialog
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is displayed.</LI><BR><BR>
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<LI>Check the fields of the Make Filter dialog to make sure the information
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is as you want it, and edit if necessary. (For more information on these fields,
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see the <a href="http://www.eudora.com/techsupport/manuals.html"> online Eudora User Manual.</a>)</LI><BR><BR>
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<LI>Click <B>Create Filter</B> to add this filter to your list of filters in
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Eudora, or click <B>Add Details</B> to display the <B>Filters</B> window so
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you can make this filter more detailed (see below).</LI>
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</OL>
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<P>To create a detailed filter, do the following:</P>
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<OL>
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<LI>Select <B>Window>Filters</B>. The Filters window is displayed, and your
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existing filters, if any, are listed in the scroll window on the left.</LI> <BR>
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<BR>
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<LI>Click the <B>New</B> button, or select an existing filter. </LI>
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<P>Filters are automatically named based on the criteria for the filter. They
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are invoked in order from top to bottom, and you can re-order them by dragging
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a filter up or down in the list. If you are creating a new filter, "Untitled"
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will change to what you enter in the <B>Header</B> field, and will appear
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after you close the Filters window.</P>
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<LI>Select the options for how you want the filter to be used: You can set it
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as an automatic filter to be invoked on any <B>Incoming</B> and/or <B>Outgoing</B>
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messages, and as a <B>Manual</B> filter that can be invoked when you select
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the <B>Special>Filter Messages</B> command. Any combination of these options
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works.</LI><BR><BR>
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<LI>Define the criteria for the filter: Use the header item popups and the text
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fields to specify which header items should include a particular string of
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text. You can define two related terms for the criteria so that your filter
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is as specific as possible (for details, see the "Filter Criteria"
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section of <a href="http://www.eudora.com/techsupport/manuals.html"> online Eudora User Manual.</a>).</LI><BR><BR>
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<LI>Define the action or actions to be taken on messages that fit the criteria
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(for details, see the "Filter Actions" section of the online Eudora
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User Manual).</LI><BR><BR>
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<LI>Select <B>File>Save</B> to save your changes to the filters. </LI>
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</OL>
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<P>When the filters are invoked (automatically or manually), each message is matched
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against each filter, and messages that meet a filter's criteria are acted
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on as specified until a <B>Transfer To</B> action is performed or a <B>Skip
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Rest</B> action is encountered. At that point, the next message is filtered.</P>
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<P>To invoke your manual filters, select the messages you want to be filtered
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(acted on), then select <B>Special>Filter Messages</B>.</P>
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<H4>Example: Creating a Detailed Filter</H4>
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<P>Let's assume you want all the email from people at QUALCOMM to go into
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a mailbox named "QUALCOMM Mail." Assume the email addresses of all
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these people will have the string <B>qualcomm.com</B> in them.</P>
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<OL>
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<LI>Select <B>Window>Filters</B>. The Filters window is displayed.</LI><BR>
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<BR>
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<LI>Click the <B>New</B> button. An Untitled filter is created.</LI><BR><BR>
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<LI>Check the <B>Incoming</B> box, if it is not already checked.</LI><BR><BR>
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<LI>From the first <B>Header</B> popup, select "<B>From:</B>".</LI>
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<BR><BR>
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<LI>Be sure the popup to the lower left says <B>contains</B>.</LI><BR><BR>
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<LI>Type <B>qualcomm.com</B> in the text field below the Header popup (next
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to the <B>contains</B> popup).</LI><BR><BR>
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<LI>From the first <B>Actions</B> popup, select <B>Transfer To</B>.</LI><BR>
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<BR>
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<LI>From the <B>Transfer</B> menu, select the <B>QUALCOMM Mail</B> mailbox.
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If the mailbox doesn't already exist, select <B>New...</B> from the <B>Transfer</B>
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menu and make one. </LI><BR><BR>
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<LI>Select <B>File>Save</B> to save your filters.</LI>
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</OL>
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<P>Now when you check your mail, any email from people with <B>qualcomm.com</B>
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in their email address will automatically go into your <B>QUALCOMM Mail</B>
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mailbox.</P>
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<P><B>Note:</B> You can also create this straightforward transfer filter from
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an existing email message (having <B>qualcomm.com</B> in the sender's or
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a recipient's address) using the Make Filter dialog (<B>Special>Make
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Filter...</B>). See those instructions above. The Filters window lets you apply
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multiple actions to a message and select multiple criteria for deciding what
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to do with it. Hence the advantage of "detailed" filters for powerful
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control over how your email is managed.</P>
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<P>
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For additional help, visit the <a href="http://www.eudora.com/techsupport">Eudora Tech Support pages</a> for full manuals,
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helpful tutorials and a searchable knowledge base.
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</p>
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</BODY>
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</HTML>
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