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Multiple Email Addresses

How do I add multiple email addresses for a contact? 

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  • The article is good. 

    https://support.insight.ly/hc/en-us/articles/115004461788-FAQs-for-Insightly-Field-Changes-March-25-2017-#how

    However, as I'm new to the system, I don't have any custom fields listed in the "Auto-Import Contact Informaton as Custom Fields," and I do have the situation where someone will send me email from different email addresses. 

     

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  • Hi Michael,

    In that situation, you'll need to create a new custom field to house the data.  We've created an Email Type Custom Field which will act identically to your standard Email field that you can use. :)

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  • Glad to help, Michael!

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  • Hi Dan,

    Would you let me know what you're finding confusing about the process so I can help?  Once you've set up the custom fields and moved them into the About section of your record, there shouldn't be any significant different between the workflow behavior of those fields previously and their behavior now.

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  • If I created a custom field with additional email address for contacts, when I track emails in Insightly would it link emails from all email addresses to the same contact entry or would it only link emails from the primary address?

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  • Do the Social Media Profiles fields search using the alternate email address as well as the primary one? 

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  • Hey Michael,

    The Social Media system only searches using the defualt email address field.  Before the update, they only searched using the Email (Work) address, so this behavior is identical to the old system.

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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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  • 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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