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Multiple Email Addresses

How do I add multiple email addresses for a contact? 

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40 comments
  • Hi Adrian,

    I understand that you're frustrated, but you can use custom fields to avoid that.  As long as your custom field is an Email Type custom field, the email addresses you store there will link emails to that record automatically.  That also applies to User records as well as standard contact records.

    Also, if you could use less inflammatory language in the future, we would really appreciate it.  We're all interacting in a business to business, professional environment, and expect our users to treat others with respect.  Please check out our Community Guidelines for more information.

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  • Hi @Dan 

    You clearly are not listening to your customers - As I wrote earlier, I find that quite arrogant. 

    Even now, in your reply, you do not answer the questions

    You do not even try. 

    But you find it appropriate to address inflammatory language.

     

     

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  • I have been trialing Insightly for the past week and love it, except that the inability to use multiple email addresses is a SHOW STOPPER!  Everyone uses multiple email addresses these days.  Moving additional email addresses to a "custom field" is inconvenient and uses up the custom field limit on my account.  I'm searching for an alternative solution for our small but growing private equity firm.  Would anyone else on this thread recommend Salesforce as an alternative?

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  • Hi Michael. I do understand your frustration. Most of us out in the real world know that people has more than one email address. The people at insightly are in denial that such a thing exists. They find it to be a rare case that can be solved by adding custom fields.

    They do, however, think it is a good idea to have 5  phone numbers fore one person: Phone, Phone (Home), Phone (Mobile), Phone (Other), Assistant Phone 

     

    I think that the problem is huge. The biggest problem is not that they do not understand that the norm out in the real world is that it is more common to have 5 email adresses than 5 phone numbers. I can just imagine what other things they do not understand when they are developing the system.

    The biggest problem is however that they are i denial of it. And they do not give any explanation why they have just one email address. 

    When I started using insightly it was possible to have more than one email address (I would never started using insightly if it was just one). So they did this change and they simply picked one of the email adresses of my contacts and deleted the others.

    I have spent years building by contacts base. Collecting a contacts private email. Email related to the contacts roles in other organisations like board member of an organisation or a project they are working on.

    These email addresses they just deleted !

     

    So be warned. 

     

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  • It's not so smart that the "SmartMerge" function only retains one email address. Now I have to manually create a workaround, or maintain duplicate contacts. 

     

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  • I use the standard email field to keep track of the business email address of my contacts. To record the private email address I created a custom field of the type "email.

    In my recruiting business a contact might be a candidate or a customer (or both). The email communication goes through the private or the business email address accordingly.  

     

    If I leave the business email field (the standard field) blank (because the contact is a candidate) you can not send an email to that contact at all. Although I can pick the action "email this contact" the email adress is not showing in the "Send to" list. If I try to pick the contact manually by typing its name the contact is not shown at all, even though it does have an email adress (the one entered in the custom field).

    I assume this is a bug. Otherwise the built-in email system would be completly useless.

     

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  • Hi, I'm curious if this has been fixed yet.  So far as I can find, the only way to add a custom field is to put it in a 'group', it won't add it in with the rest of the other contact information ... and it also won't let me send an email from Insightly using that secondary email.  I'd like to be able to send to both/multiple emails at the same time (which happens sometimes).  Right now I have to go to another email client to copy and paste the email over (sigh), so having a custom field for the email is functionally useless.

    Also, I can't make an 'email type' custom field for leads, just contacts.  

    Any updates?  

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  • The lack of this functionality to allow multiple email addresses flies in the face of linking and is mystical to me when you allow multiple email domains to be associated to an organization.

    If I am tracking a contact that works as a consultant to various organizations the contact may have many email addresses (one for each consultancy organization and one for every company he consults with) and I will want to track the emails specific to each organization and the sum total of all emails on the contact's record.  In other cases a contact for an organization will have multiple emails because they have one for the company name and one for the product name their software company is known for.

    There must be a logical reason this feature is not available.  Please indicate which one is true.

    A - Insightly is not sophisticated enough to handle this functionality, thus there is a workaround with a custom field

    B - The work around with the custom field is to help drive more custom fields and higher cost subscriptions

    C - Insightly does not believe this is important and common among the organizations they target as customers

    D - We missed it and are now figuring out how we can put it back in

     

     

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  • BTW, the Custom Field workaround only works for Contacts. There is no option to make a custom field an Email format for Leads. So, I'm stuck again.

    Oh, and your video tutorial link is busted: https://support.insight.ly/hc/en-us/articles/204248140-Insightly-University-Custom-Fields

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  • Hello Joe,

    In a future update we have coming to Insightly you'll have the option to create a custom field that's better suited for Email addresses. To stay up to date please check our "Product Updates from Insightly" page. And, I apologize that you have experienced the issue with our tutorial link. Here's the direct link to our tutorial video

    Thanks for your patience and understanding! 

     

     

     

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