Managing Additional Emails Per Contact

Managing Additional Emails Per Contact

The "Multiple Emails for a Contact" feature enables users to add, manage, and edit multiple email addresses for a single contact, designating one as the primary email for all communications. This is particularly useful for contacts with multiple email addresses for different purposes, such as work and personal accounts.

Key Features:

• Primary and Additional Emails: Users can assign one primary email and up to ten additional email addresses for each contact.

• Email Selection for Sending: When composing an email, users can choose from the added email addresses, with the primary one automatically pre-selected.

How to Add Additional Email Addresses to a Contact:

1. While Creating or Editing a Contact:

   • Navigate to the Contacts page.

   • For a new contact, fill out the contact creation form.

   • For an existing contact, click on the contact’s record and then click the pencil icon next to the email field to edit.

2. Adding Additional Emails:

   • Click on the Add Email button to add extra email fields.

   • Once you reach a total of eleven email fields (one primary and ten additional), the "Add Email" button will disappear.

How to Choose the Primary Email Address:

• Simply click the circle next to the email you want to set as the primary.

• The selected primary email will be used for all communications and interactions once saved.

How to Select from Multiple Emails When Sending:

• When sending an email, a dropdown menu will appear allowing you to choose from the available email addresses for the contact.

Benefits of the Multiple Emails Feature:

1. Enhanced Contact Management:

   • Provides flexibility in organizing and managing email addresses for each contact.

   • Reduces confusion and duplication by centralizing all email addresses for a contact under one profile.

2. Improved Communication:

   • Ensures that messages are sent to the correct email address, reducing the chances of missing important communications.

3. Time-Saving:

   • Bulk importing multiple email addresses can streamline data entry and save time.

4. Increased Efficiency:

   • Avoids creating multiple contact profiles for the same individual with different email addresses, thereby enhancing data accuracy.

Use Cases for Multiple Emails Feature:

1. Sales and Marketing:

   • Manage email addresses for various stakeholders within a company (decision-makers, gatekeepers, etc.) to target the right individuals for different purposes.

2. HR and Recruiting:

   • Keep track of different email addresses for candidates, employees, and contractors to ensure sensitive information is sent to the right recipient.

3. Non-Profit Organizations:

   • Organize multiple email addresses for donors, volunteers, and other key contacts to tailor communication to their specific roles or interests.

4. Family and Personal Management:

   • Manage group communications efficiently by storing multiple email addresses for family members, friends, or event attendees.

5. Education:

   • Teachers and administrators can keep track of both student and parent emails, ensuring relevant information reaches the right parties.

This feature provides robust email management options that enhance communication, save time, and streamline contact management across various use cases.