If you associate a single email address to more than one contact, you will have to select one of those contacts to be the primary owner.

Email communication with that address will automatically be added to the timeline of the primary owner if email sharing is turned on.

When you are just adding the email to a secondary contact for the first time, you will be prompted to choose who you would like as the primary owner.

If you would like to change the primary owner, simply go into one of the contact's Details tab, scroll down to Email Sharing and select Edit.

You will then be able to change the primary owner allowing emails to flow into their timeline automatically.

Changing the primary owner of an email address does not change timeline histories. Emails previously added to one timeline will not be moved simply because the primary owner of the email changes; only new emails going forward will attach to the new owner's timeline.

When you send an email to an email address linked to multiple contacts, you can decide which timeline(s) that email will be recorded on.

When entering the email address, you'll see the option to add the email to one or more timelines. By clicking the link, you will be able to decide which timeline(s) that email lives on.

If the email address is linked to multiple contacts, all timelines associated with that address will be preselected by default. To add the email to only certain contacts' timelines, click "Add Email Conversations to x Contact Timelines" and deselect the contacts where you don’t want the email recorded.

Please keep in mind when you receive a new email from this address, it will automatically be added only to the Primary Contact's timeline, ensuring a streamlined organization of incoming communications.

Suggested articles:

Create a Client Team
​Export, download and edit contact data
​Delete a contact
​Manage a Client Group

Store files on a contact's profile
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