Auto Contact Creation

While AffinityLive automatically captures emails from known contacts, by default it ignores emails if the email address of the sender or recipient isn't in the contact database.

This works great, but when you start working with a client/company/account, you're likely to start meeting and corresponding with new contacts at the same company. Emails with these new contacts wouldn't be captured until you've taken the time to add the new contacts to AffinityLive - and in the process, you might miss some really important email correspondence.

However, you can configure AffinityLive to create new contacts automatically when your staff receive an email if the sender has an address which is similar to an address already in AffinityLive.

Activating Auto Contact Creation

To activate Auto Contact Creation, you'll need to go into the "Administration" section. 

From there, you'll need to select General Configuration & Settings page.

From there, you scroll down to "Auto Create Contacts" and choose "Yes". Once you hit Save on the page, contacts will begin being created when an email that matches the rules below comes in.

How it works

When an email is captured which is from an unknown email address, AffinityLive will then try and match the domain name of the sender to existing client contacts.

If there is only one company in AffinityLive with contacts with the same domain, then a new contact and email address will be added automatically.

Once the email address has been added, the email will be captured from then onwards, on both sending and receiving.

If a search for the email address matches more than one company, then the email will be silently ignored. This is to ensure that emails are linked to the right company. Additionally, AffinityLive excludes @gmail.com, @aol.com, @hotmail.com, @me.com and other ISP/webmail service addresses to ensure that spammers and unrelated contacts don't get created against a specific company. You can see the full list of domains, usernames and addresses that we exclude in this spreadsheet.

If you would prefer the emails between yourself and your contacts remain private, you're able to set your own privacy settings - more information on our Privacy Settings page.