Multiple emails for one contact

[copackers]

I have a quite a few contacts that have multiple email addresses. I would like to know

a - can one Contact be given more than 1 email address (primarily to solve b)

b - I want to be able to keep the history of emails from each address from this contact

I understand this would be possible if I created a 2nd Contact for the same person however this would be quite tedious when I have around 20-30 contacts like this.

[rbrust]

Just create an additional email field, or as many as you want.  The Outlook attach process will search all email addresses related to that contact, and attach the message if found.  Hope this helps...

[jnpurdy]

Here's another idea.  ACT has a default of 2 eMail addresses included.  One is called work and one is called personal.  Now, I keep up with the home eMail address as such, but if you don't need to keep a home eMail and you generally don't have more than 2 eMail addresses, you can use the personal and move the field to the main contact page.  It can then be relabeled "work eMail #2" or the such.

If you keep up with 3 or more, then the other answer of adding additional eMail addresses is the better solution.

Just a thought and hope is helps.

[copackers]

Hi. Thanks for the responses. ACT was set-up for us by a 3rd party. There does not appear to be a Personal email field and I dont know how to create a new field.. I've had look through the forums and dont mutliple searches. Seems everyone knows how to do it except me

Keep in mind the aim of this exercise is to have ACT keep a history of emails for both email addresses for the Contact. 

[jnpurdy]

Here's what you do: 

1.  Make a backup

2.  Make a second backup

Find personal eMail
There should be a tab called "Home Address"

Click on that tab and you should see "Personal EMail"

Now to move the field:

| Tools | Design Layouts | Contact |

| Click on "Home Address" Tab | (You may have to do this twice slowly)

| Highlight the field and label | then hit delete (Don't worry, the field still exists; it has moved from the layout to the pool of available fields)

| Click on the main section |

| Click on "Field" selector on the left side of the screen |

| Click anywhere in the open area of the contact screen |

| Select "Personal EMail" | from list of available fields

You will now have to move some of the fields around so that the eMail fits.

For creating a new field, ...

http://kb.sagesoftwareonline.com/cgi-bin/sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=1533...

Actually this knowledgebase article should answer a lot of your questions.

Hope this helped.

Message Edited by dlunceford on 03-31-2010 04:59 PM

[copackers]

Hi Richard, I had orginally been told by an Australian ACT! Reseller me that the Outlook attach process wont work this way. After receiving your forum comment I asked them to add the extra email address field.

I have tested it and it only seems to attach emails from the original email field. Have I missed something?

[gmartin]

Was the field created as an 'email' field?  The easy way to determine this: can you put an email address in the field does it underline and have a blue color?  And can you then click on that email address and have it initiate a new email message?

If it was not designated an 'email' field, the attach process will not be able to search it.

[copackers]

Yes, it certainly does appear like an email field as it gets the Blue text and is automatically underlined once typed.

[gmartin]

What version of Act! are you running?

[copackers]

ACT! by Sage 2010 Version 12.1.181.0, Hot Fix 1