It is likely that Clients within a Client Group may share the same email address. Nominating one of these Clients as the Primary Client determines which will be used as the primary contact when emails are automatically filed. Only Primary Clients will be considered during automatic filing of emails.
For more information, refer to Setting Filing Defaults for a Client.
Using the Duplicates Function to Mark Primary Client
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 use as the Primary Client.
- 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 a Primary Client has not yet been selected.
- Select an email from the Shared Email list to display the clients for which this email is held.
- Click the Mark Primary button next to the client that is the Primary Client to use when emails are automatically filed for this email address.