Every contact can have different email addresses for different purposes, such as work, personal, or other specific roles. The CRM lets you 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.
Creating or Editing a Contact
To add email addresses to a new contact, navigate to the contacts page and choose a contact from the list.
In the "Contact" section, click the "+" icon next to your primary email to add more email addresses.
Enter the email address in the field provided, then click outside it to make sure the information is saved properly.
📌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 you can click to set that email as the primary one.
The primary email address will be automatically selected for all actions and interactions with the contact.
Selecting From Multiple Emails for Sending
When sending an email to a contact with multiple addresses, you can choose which one to use from a dropdown menu. The primary email address is selected by default, but you can switch to any of the other saved emails as needed.
This keeps contact management straightforward: you can store multiple email addresses for each contact to suit different communication needs, send messages to the right address by setting a primary email, and avoid creating duplicate contact entries for the same person.
Frequently Asked Questions
Q: What if I need to add more than ten additional email addresses?
- 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 categorisation.
Q: Can I change the primary email address later?
- Yes, you can change the primary email address at any time by editing the contact's details and selecting a new primary email.