Configure New Monitor Items

Use the Monitors page in the Email Event Monitor window (accessed from the Email and Event Monitoring Manager) to add or edit Monitor Items.

To configure Email Monitor Items:

  1. Open the Email and Event Monitor. See Open the Email and Event Manager.
  2. Select the Create New button Create New Button.
  3. On the Monitors page, select a monitor and select Add or Edit.
  4. Define general options: Name, description, and type of Business Object to associate with incoming emails.
  5. Define identify existing record options: Methods that CSM uses to identify existing records to associate with incoming emails.
  6. Define conditions options: The conditions that must be met before the associated actions are executed.
  7. Define actions options: The actions to execute if specified conditions are true.