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按标签筛选电子邮件

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目标

按标签筛选项目的电子邮件工具中的邮件。

背景

In Procore, a number of tools let you add tags/keywords to a record. When you have a large number of records, this makes it easier for users to use the tool's search feature to find the records marked with those tags/keywords.

The Emails tool gives users the ability to create tags that can be applied to messages stored in the Emails tool. Once tags are applied to your emails, users can click the individual tags in the Tags menu to view all the email messages associated with that tag. 

需要考虑的事项

  • 所需用户权限：
    • 项目电子邮件工具的“只读”限或更高级别权限。

步骤

  1. 导航到项目的电子邮件工具。
  2. 在侧边栏中的"标签"菜单中，点击要用作电子邮件筛选条件的标签。

    emailtag2015-06-15_16-03-55.png

    会出现一个横幅，显示哪个标签页正在筛选视图中的消息。当你准备好移除筛选器时，请点击横幅中的此处链接。

    email-filter-tag2015-06-15_16-05-13.png

 

If you would like to learn more about Procore's email management software and how it can help your business, please visit our construction email management software product page icon-external-link.png.