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Configure the rules that decide which emails enter the operational inbox

An Admin configures conditions on sender, domain, recipient, subject or headers that include, exclude, or include-without-KPI an inbound email — keeping auto-replies, newsletters and bulk mail from cluttering the operational queue.

When this happens: Admin opens a mailbox's Inbox Rules tab.

Step by step

  1. 1

    Open /admin/channels/email/{id} — Inbox Rules for *[email protected]*.

    EasyCRM shows the current rule list — on a new mailbox, the no-reply, auto-reply and bulk-mail presets selected at connection time — and offers further presets.

  2. 2

    Click Add preset — No-reply senders. System adds a rule (SenderAddress StartsWith **no-reply** OR **noreply**, Exclude) with a live preview: would have matched 14 of the last 200 messages.

  3. 3

    Review the preview, extends the condition to also cover donotreply, and saves.

  4. 4

    Add a second rule for newsletters (Header List-Unsubscribe HeaderPresent, IncludeWithoutKpi) so marketing replies stay visible but don't skew response-time KPIs.

    Persists both MailboxRule rows in DisplayOrder; audit-logs MailboxRuleCreated for each.

Other paths

Reorder rules

Drag one rule above another. EasyCRM updates DisplayOrder and re-evaluates the first match wins preview live.

Company-wide rule

Create a rule with no ChannelConnectionId from the company-wide rules screen, applying it to every connected mailbox.

If something goes wrong

Invalid condition

A Contains condition has an empty value. Inline validation error; the rule is not saved.

Good to know

  • With no matching rule, an email is included by default.
  • Rules evaluate in order, first match wins, before conversation grouping.