14.24.1 How to Create a New Contact through the Sender of an Incoming Message

Related Articles 14.24.2 How to Create a New Personnel Contact file through an Incoming Email.

To Create a New personnel member for a Contact through an Email click on the small arrow next to the email address in an email.

If there is no contact or personnel file for the Sender's email address in the Email the menu that will open will be in the example shown below. You will need to create a New Contact if no Contact exists.

If you Create a New Contact from an Incoming Email the email Sender's address and name will be added as a Personnel Contact within the overall Contact that has just been created.

The Personnel file that you have created will be opened for you to add any other information to the Personnel File.