Nominating the Primary Client to Include in AutoFile

When clients are within a Client Group, it is likely they may share the same email address. Nominating one of these clients as Include in AutoFile determines which will be used as the client when emails are automatically filed. Only clients nominated as Include in AutoFile  will be considered during automatic filing of emails.

For more information, refer to Setting Filing Defaults for a Client.

Using the Duplicates Function to Nominate Client to Include in AutoFile

On the Clients list, the Duplicates button can be used to display clients which have the same email address. You can use the Duplicates function to display the emails that are shared by more than one client and to select which client to nominate to include in AutoFile.

1. On the Clients list, click the Duplicates button to display the Administer primary emails with a list of all emails that are shared by more than one client and where of these has not been nominated as Include in AutoFile.
   
   
2. Select an email from the Shared Email list to display the clients for which this email is held.
   
   
3. Click the Mark Primary button next to the client to nominate to Include in AutoFile and use when emails are automatically filed for this email address.