Email fields in BrightManager have been restructured to improve data quality and ensure compatibility with BrightClient. This article explains what has changed, how to add and manage email addresses, and what the changes mean for your day-to-day use of BrightManager.

Overview

All existing email fields are now clearly labelled as Primary Email (for example, Primary Company Email and Primary Contact Email). These primary fields are the ones that synchronise with BrightClient and other connected Bright products.

You can still store multiple email addresses for each client or contact — you just need to add them in separate, dedicated fields.

Adding additional email addresses

1. Navigate to the relevant section of the client file (for example, the Company Details or Main Contact accordion).
2. Locate the Primary Email field.
3. Click + New Email next to the primary email field.
4. Enter the additional email address in the new field.
5. Repeat as needed. You can add up to five additional email address fields per section.
6. Click Save.

Email functionality remains unchanged

Despite the structural changes, the way BrightManager sends emails continues to work exactly as before. All email addresses — primary and additional — are used in the following situations:

• The Email All button on the Client List page
• The Send Email button on individual client files
• Workflow tasks that include an email step
• Automated emails triggered by BrightManager

What happens next

When you save a primary email address, it automatically synchronises with BrightClient and propagates to any other connected Bright products. Additional email addresses remain stored locally in BrightManager.