Overview
While many areas of the system, including customers and vendors, can add email addresses for contacts, there may be a time when additional contacts are needed. These contacts can be added to a Custom Contact List that is then accessible when on the email screen. The user importing the list can then access this custom list.
This is not a system-wide feature.
Process
A spreadsheet will need to be created to add contacts to the custom email list. This spreadsheet will have only two columns: Name and Email address. A header line is required for import.
Adding Emails
When ready to add emails to the custom list, initiate any email in the system and click the pink add contacts icon to the right of the contact line.
In the box that appears, select the Custom Radial dot on the right-hand side
Select import
In the file explorer box, point to the file location and select open.
The next dialog box to open will be the import screen; the only thing to do here is click Import.
No settings should be changed
Once the system has finished importing the emails, a dialog box will appear. This box will indicate how many lines were imported. Checking against the spreadsheet will help determine if it is all imported appropriately. Click okay to close the dialog box.
A list of the Custom Imported contacts will then be displayed when the radial button is selected:
Frequently Ask Questions
- I have an error in one contact what can I do?
- The ability to modify a single contact is not available now. The only option is to delete all contacts and reimport with the correction
- What capacity do I have for restrictions in this area?
- These custom email contacts are available to all users who import the Custome Email Spreadsheet, and there are no restrictions at this time.
- Can I export the existing contacts?
- The custom email contacts are not designed to be exported
- I need to add a new contact can I add just one?
- Absolutely, the same process applies to a single email.
Email-v24b-20240926KS-KB