Contact management

Preview contact details in Inbox

This screenshot shows what all those neat little icons in Inbox and other email folders do:

1. Opens contact details above email message (clicking on sender’s name or email subject will open email without contact preview)
2. Toggles contact details on and off
3. Takes you to contact’s info screen
4. Takes you to contact’s email list screen

How do I associate an email message with another contact?

If you wish to associate an email with another contact, you will need to unlink email from the contact it is associated with, then re-assign it to another contact. The ‘Unlink’ link (no pun intended) is located on the contact’s email message view pane:

If the message was archived, it will automatically become unarchived after you unlink it from contact.

NB: If you do not future emails from the same sender to be automatically assigned to the same contact, don’t forget to remove that email address from the contact details.

Can I associate shared files with a particular contact?

Yes. Click on New Activity within a contact, then on the ‘upload file’ link. The file will be associated with a contact as an activity stream line-item, arranged in chronological order.

How do I assign contacts to groups?

There are two ways to assign contacts to groups.

1. List of contacts. ‘Assign to groups’ button > Check boxes > click ‘Assign’ button
2. Individual contacts. Select a Contact > ‘Groups’ tab > Check boxes > click ‘Save’ groups
   button

How is incoming email associated with a contact?

When Relenta receives an email, it attempts to match sender’s email address with one of the email addresses in the contact database. If a match is found, Relenta automatically associates the incoming message with that contact.

If sender’s email address is not found in the contact database, you have two options:

1. Assign message to one of the existing contacts. In this case, sender’s email becomes one of the contact’s email addresses, and all future messages sent from that email address will be associated with that contact. Click on ‘Assign this email to an existing contact’ link > Search and choose a contact > Click ‘Assign’
2. Create a new contact from email message. In the future, all messages sent from that email address will be associated with that contact. Click on ‘Create new contact from this email’ link > Enter contact information > Click ‘Save’