Contact Details

When displaying a Client, the Primary Contact info is shown on the right of the Main Details tab:

This field is usually filled-in during the creation of the Client, and the Email address saved here appears on the "To" address drop-down when an Email for the Client is created:

Additional Contact Details can be added in the Contact Details tab.

If more than one contact detail for the main Client or Organisation is available and required, these can be added in the Contact Details tab, via the green plus button on the far right, when the Main Contact Details subtab is selected. The selection is shown as a yellow bar on the left of the subtab:

A new entry is created and the address can be added here: an optional explanatory note can be added in the "Add a note" field:

After pressing SAVE, both addresses will now be available in the "To" drop-down and the number of Contact Details displayed on the Contact Details tab is updated:

Both Addresses are now available in the Primary Contact Info Email drop-down in the Main Details tab:

The Contact Details tab also allows for Additional Contacts to be stored against the Client. This is useful to maintain contacts for some key figures in a Company, for example.

To add a new Additional contact, simply press the green plus button on the right of the Additional Contacts subtab and start typing in the available field:

If the letters entered match with a Client in the system, this will be suggested:

If correct, click the ADD A NEW CONTACT NAME button, otherwise continue typing and when the name is correct (even with no correspondence with any client) click the same ADD A NEW CONTACT NAME button:

Fill in the details and then press CREATE CONTACT:

You can add more than one email address using the green plus button, and by pressing the "Add more information" link, a list of the available details will be displayed:

When done, click CREATE CONTACT, and the newly created Contact will be available:

A job title can be entered, and additional Email addresses or other details can be added using the EDIT button on the right.

It is possible to toggle between different additional contacts simply by clicking on them. The selection is shown with a yellow line on the left of the selected contact:

By clicking the star icon on the right and pressing SAVE in the Action Bar, the icon will become solid and a new link "Send Email" will be added under the selected contact:

By clicking the link, an email will be created, with that email address defaulted in the "to" filed:

More than one Email can be present for a Contact, but only one can be "starred" at any time. 

The "To" address will default to the starred Address:

Make sure to maintain this preference up-to-date, in order for the Email to be sent to the correct email address.

Be aware that in order to send an Email to one of the Additional Contacts, the appropriate "Send Email" link has to be used. Email created from the Toolbar (In-Tray icon) will only show addresses from the Main Contact Details (and Sender/Intermediary if so configured) as available recipient addresses.