Adding Additional Email Addresses to a Contact

Overview

Every contact may have different email addresses for various purposes, such as work, personal, or other specific roles. The CRM allows users to add up to ten additional email addresses per contact, on top of one primary email address, making it easier to manage and communicate with your contacts.

Step-by-Step Guide

Creating or Editing a Contact:

To add email addresses to a new contact, navigate to the contacts page and select the option to create a new contact.

To edit an existing contact, find the contact, and click on the pencil icon in the email field.

Adding Email Addresses:

Within the contact's details, look for the option to add an email address. Click on it to add more fields for additional email addresses.
Note: The option to add more email addresses will disappear once you reach the limit of eleven email fields per contact.

Choosing the Primary Email Address:

Next to each email address field, there's a circle that you can click to designate that particular email as the primary one.
The primary email address will be automatically selected for all actions and interactions with the contact.
Remember to save your changes.

Selecting From Multiple Emails for Sending

When sending an email to a contact with multiple addresses, you can choose which email to use from a dropdown menu. The primary email address will be automatically selected, but you can easily switch to any of the other added emails as needed.

Benefits of This Feature

Enhanced Contact Management: Manage multiple email addresses for each contact, catering to different communication needs.
Improved Communication: Ensure that messages are sent to the correct email address by designating a primary email for each contact.
Time-Saving: Bulk import email information for contacts, significantly reducing manual data entry.
Increased Efficiency: Avoid creating multiple contact entries for the same individual, streamlining your contact list.

Usage Cases

Sales and Marketing: Manage different points of contact within a company to ensure messages reach the right people.
HR and Recruiting: Keep track of various email addresses for candidates, employees, and contractors.
Non-Profit Organizations: Communicate effectively with donors, volunteers, and other stakeholders.
Family Management: Organize emails for family events, school PTAs, or group emails efficiently.
Education: Manage communication with students, parents, and other educational stakeholders.

Troubleshooting and FAQs

Q: What if I need to add more than ten additional email addresses? A: Currently, the CRM supports one primary and up to ten additional email addresses per contact. For more extensive needs, consider grouping emails or using tags for categorization.

Q: Can I change the primary email address later? A: Yes, you can change the primary email address at any time by editing the contact's details and selecting a new primary email.