work and personal email addresses

Comments

8 comments

  • Official comment
    Finn Jones

    Hi All,

    There is another post in the Ideas Forum for this same feature that has amassed 19 votes and is currently the highest voted suggestion.

    As such, to help ensure that this receives the attention it deserves I will close out this suggestion and recommend that if you haven't already, support this suggestion.

    Click Here for the original suggestion.

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  • Shane Darwin

    A second field would be good, or alternatively allowing a ";" or a "," to separate multiple email addresses in the one email field.

    The issue I could see would be identifying which email was selected for emailing notes or templates, etc.

    Shane

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  • Jade Steffensen

    As this seems like an enhancement that would benefit multiple clients, we would be very interested to hear some ideas as to how multiple email addresses could be handled by aXcelerate to provide maximum benefit. For example, should the user be able to specify which email address is the default for templates, merge docs, training notifications, surveys, password reset etc? Or simply have a secondary address that would need to be selected by the user? We'd love to hear your thoughts!

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  • Calvin Young

    Hi Jade, you might be better equipped to make the best decision here but my thoughts are to have two email fields in the contact record, work email address and personal email address.

    As an axcelerate user sending emails and communication from axcelerate, by default all emails would be sent from your work email address.

    If you're sending a template, merge doc, survey etc then the default email to address would be the contacts personal email address. If no record exists in the personal email address field then it would automatically go to the users work email address.

    Perhaps it would be good to for a user to receive a warning and manually confirm which email to use when two email addresses exist including when providing logins

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  • Carol Swanson

    As a school, we distribute student reports to parents rather than directly to students.  At present I am playing with setting student families as an "organisation" so they are linked contacts.  We could put the parents email address in th student contact address field - but this then means we can either have one or the other.  Capabiltiy to add more than one email address to a contact would be useful, particularly the ability to tag an email address and select by that tag to batch send templates etc.  

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  • Andrew Rowland

    Somewhat related, being able to set multiple email addresses for a contact would be very useful, so that all correspondence sent to a contact is automatically cc'd to all 'alternative' or 'extra' email addresses. 

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  • Nicole Eady

    The ability to enter more than one email address per client would be a great update. Then the ability to select which email address to email would be required.

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  • Jade Steffensen

    Hi Nicole, thanks for the comment! We have another post suggesting a similar idea, and since it already has a higher number of votes, I would encourage you to add your vote and comment over there as well!

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