Want to ensure every email address your team enters is categorized perfectly from the start? With Smackdab's Email Type setting, you can choose a default for your entire branch, making data entry faster and more consistent than ever!
This handy feature standardizes how your team classifies email addresses across all records. It’s a fantastic way to keep your CRM data tidy and reliable, saving everyone time and effort.
How to Set Your Go-To Email Type
Getting this set up for your branch is a breeze. Just follow these quick steps:
Navigate to Settings from your main menu.
Click on Branch, and then head into Branch Settings.
Look for the Email Type section.
Use the dropdown menu to select the perfect default email type for your team!
Quick Reminder: You'll need the appropriate permissions to adjust this branch-level setting.
How It Works: Smart Defaults, Total Flexibility
Choosing a default email type sets a convenient standard for your team. Here’s a look at how it streamlines your workflow:
Choose from Standard or Custom Types
You can pick from a handy list of ready-to-use options:
Personal
Main
Business
Commercial
Promotional
Other
Got a unique need? Go for it! You can create your own custom email types (like "Support" or "Billing") and set one as your branch default.
What Happens After Setup?
Once your default is saved:
Automatic Fill: The Email Type field will now be pre-filled with your chosen default every time someone adds a new email to a record.
Complete Control: If a different email type is needed for a specific entry, users can still easily select another option from the dropdown menu on any individual record.
This feature is the perfect blend of consistency and control. You establish a uniform starting point for data entry while empowering your team to capture the right details when needed. Say hello to beautifully organized email data!