3 Replies Latest reply on Jan 10, 2017 7:23 AM by DHunt

    how to best handle multiple contacts (one personal contact and one or more business contacts)with one email address

    Rookie

      I have a CPA firm and as a result, in may cases, I have a business contact (for the business tax work) and a personal contact (for the personal tax work). I'm looking for suggestions on the best way to handle email addresses when the contact has only one. With having the email address in both contacts, we have many times where the incoming email get's attached to the personal contact and sometimes to the business contact, with no rhyme or reason. I was also experimenting with possibly utilizing the tree relationship tool (some clients with multiple business contacts) to help this, but I am struggling to come to the best setup. Thank you