|Posted: 2014-12-01 14:46|
This article explains the best practice guidelines for updating a person's email address. There are several reasons for updating this field, including:
You may have noticed when you update a person record's Email value their email history is "lost". This is not the case. Reassuringly, emails are not "lost" when an email address changes. There is simply no link between the person and the emails relating to their old email address, because the email address is no longer present on the person record, or under the Contact Details tab.
If a user changes only their email address, simply follow the email steps.
A detailed example follows, with relevant screenshots, and works through each step. These bullet points explain the quickest way to record the change of employer and email address.
When you review the record you'll see the previous email address is recorded under the Contact Details tab, and any emails sent to or received by the current or additional contact detail emails are listed under the emails tab.
|Posted: Wed, 04.03.2015 - 11:41|
We are currently working on a wizard to improve this functionality. Watch out for a bulletin in the near future with exact details of the change!
|Posted: Wed, 02.03.2016 - 16:44|
The Change of Email Address Wizard is now available. See this Knowledge Base page for more information.