Contacts

Your contacts are the people, companies and robots who write to you. Each correspondent has one or more e-mail addresses, so the messages they send are recognised, a trust level, and the site they belong to. Open Mail, then click the Contacts tab. It has four tabs: Overview, All contacts, Search and By alias. To look up a contact, see Mail.

Add a contact

1. On the All contacts tab, click Add a contact.
2. Enter the Email address this contact writes to you from. It is checked before it is saved.
3. Optionally, enter a Display name (left empty, the e-mail address is shown), a First name and a Last name.
4. Choose the Type: Person, Company or Robot.
5. Click Add.

The message The contact has been added. appears, with Open this contact. The contact is visible to your project only, and adding it sends no e-mail.

Open a contact

On a row, click View. The contact opens on its Overview tab: its Identity, its Trust level, its Addresses, its Site, its Activity (messages received, first and last message, aliases used) and its Alerts. The other tabs are Addresses, Aliases (the aliases this correspondent writes to), Messages and History.

Edit a contact

• Identity: in the Identity card, click Edit. Change the Display name, First name, Last name, Organization, Type, Phone (in international format, such as +33600000000) or Site, then click Save. The message Changes saved. appears.
• Trust level: click Change the trust level, choose the Trust level (Trusted, Neutral, To watch or Unwanted), add a Note if you wish, then click Save. The trust level is for your own reference: it does not block or delete anything.
• Site: click Attach a site (or Change the site), choose one of your sites, or No site to detach the correspondent, then click Save.

Manage the addresses of a contact

1. Open the contact and click Manage the addresses, or the Addresses tab.
2. To add one, click Add an address, enter the E-mail address, choose a Category if you wish, tick Make it the primary address if needed, then click Add.
3. On an address row:
   • Change category files it under another category, or none;
   • Set as primary makes it the address shown on the contact's record, then confirm with Set as primary;
   • Remove takes it off the contact, then confirm with Remove the address.

The primary address is the one shown on the contact's record. Once an address is removed, messages from it are no longer linked to this contact; messages already received stay where they are.

Merge a duplicate

When the same person is filed twice:

1. Open the contact you want to keep and click Merge a duplicate.
2. In Duplicate, choose the other contact.
3. Click Merge.

The message The duplicate was merged into this correspondent. appears. The duplicate's addresses, aliases and alerts move to the contact kept, whose details always win; a link to the duplicate opens the contact kept.

Remove or restore a contact

1. Open the contact and click Delete.
2. Check what is removed with it, then click Remove.

The message The contact has been removed. appears. The contact leaves your directory with its addresses and alias links; no message is deleted. To bring it back, choose Removed in the State filter of All contacts, click Restore on its row, then Restore: The contact is back in your directory. An address another contact uses today stays with that contact, and a merged contact can't be restored.