Collapse All Expand All

The Collection Element will retain as many client and contact e-mail addresses as required. Core-maintained contacts/clients may have both core-maintained and locally-maintained e-mail addresses. If a client/contact record is core-maintained, e-mail addresses imported from your core system will be read-only in the Collection Element. You can add locally-maintained e-mail addresses to a core-maintained client/contact.

You are able to flag one e-mail address for each client and contact as the default e-mail address.

From the Net tab on the Workspace you can create, edit, delete or reset the default e-mail addresses for clients and contacts.

Create a New E-Mail Address

• Select the client/contact whose e-mail address you want to enter.
• Click the Net tab in the Details section of the Workspace. This is located just to the right of the Client/Contacts list.
• Click on the New e-mail button.

  

• Enter a description of the e-mail address (e.g. Home, Work).
• Enter the e-mail address. This address format will be validated.
  

• Click Save.
• If you are entering the first e-mail address for this client/contact, it will automatically become the default e-mail address. The description is displayed in the dropdown list with an asterisk (*) beside it.

Edit an E-mail Address

• Select the client/contact whose e-mail address you want to edit.
• Click the Net tab in the Details section of the Workspace. This is located just to the right of the Client/Contacts list.
• Select the e-mail address you want to edit.
• Click the Edit e-mail button.

  

• The linked client/contact is displayed at the top of the page. Checkboxes at the bottom of the page indicate if the e-mail address is core-maintained or the default e-mail address. None of these flags can be changed here.
• Make the necessary changes.

  

• Click Save.

Set the Default E-mail Address

• Select the client/contact whose e-mail address you want to reset.
• Click the Net tab in the Details section of the Workspace. This is located just to the right of the Client/Contacts list.
• Select the e-mail address you want to set as the default.
• Click the Set Default e-mail button. The new default e-mail address will be identified by an asterisk in the dropdown list.

  

Delete an E-mail Address

• Select the client/contact whose e-mail address you want to delete.
• Click the Net tab in the Details section of the Workspace. This is located just to the right of the Client/Contacts list.
• Select the e-mail address you want to delete.
• Click the Delete e-mail button.

  

  Your Security Profile may restrict you to updating client and/or contact information depending on the level of access you have been given (all access, no access or own worklist only). The following applies if you have been given rights to modify client and/or contact information in your own worklist only: If a client has no loans or at least one loan that is in your worklist, you will be able to edit all client and contact information. If the client has one or more loans and none of them are in your worklist, you will not be able to enter/edit any client or contact information unless this function has been enabled in your Security Profile.