Steps are outlined below.
1. Right-click on the email from the client.
2. Select "Create Rule" from the menu that drops down.
3. The next box offers you some choices on how to decide to use the rule. We will select the one for the "From Jim Kimmons". It will offer you this option at the top and it will be the client's name that's in the email.
4. Click the box next to the client's name and click on Advanced Options button. The next box will show you that the condition is set and checked. Click on Next.
5. We're now going to check the box to tell the rule to file a copy of the email in a specified folder. Click on the specified folder link in the bottom box and choose the transaction folder. Click OK
6. The next box is one we're not using, so just click Next.
7. The next box defaults to a rule name of that of the client. Then we have two check boxes. Both the "Run this rule now..." and the "Turn on this rule" boxes should be checked. Once we click on Finish, the rule is set and the current emails from the client that are in the Inbox will be filed in the transaction folder. In the future, all emails from this client will be filed automatically.
