I'm trying to set up rules in outlook to automatically file emails on a specific client in that client's folder (using client ref in title or body to make the distinction).
So far, I can only see how to do that with outlook folders (with all other docs for that client). What we have is a folder for each client on the server, but I can't find a way of getting outlook to automatically copy or move the email to a network folder, rather than an outlook one.
The only workaround so far is to set up each client folder in outlook, set up the rule to copy emails into outlook folders, and then manually copy them across to the every now and again to the network folder.
I know the answer is to spend £xx,xxx's on a proper doc management system, but sorting this one thing out would mean we could cope without one. If anyone can point me in the right direction.
(I've tried googling, but getting no where fast - I think because I don't know the technical term for a network folder - my computer folder, explorer folder, ????)