Client settings and contact roles
TL;DR: Contact roles let you label each client's contacts by function (e.g., CEO, accountant), making it easier to find the right person and auto-fill email recipients when using the Email App.
Who can do this
You need administrator permissions to create and manage contact roles in Settings & Apps.
Any user with client editing rights can assign existing roles to contacts on a client profile.
Setting up contact roles
Before entering clients into Uku, configure contact roles so they are available when you create client profiles.
Open Settings & Apps from the main menu.
Select the Clients section.
Select the Contact Roles tab.
Add, edit, or remove roles as needed.
Contact roles help you identify the right person when dealing with a client. Your company can add and name roles however it wishes. Multiple roles can be assigned to a single contact.
Assigning roles to a client's contacts
Select Clients from the main menu.
Click the edit icon (pencil) next to the client's name.
In the contact section, select one or more roles for each contact.
Save the client profile.
The assigned role is displayed on the client profile and in the client overview list.
Contact roles in the Email App
When roles are assigned to contacts, the Email App can automatically select the correct recipient. When creating an email template, you can set a contact role as the recipient, and Uku will pull the matching email address from the client profile.
Note: If a client does not have anyone assigned to the selected role, Uku will automatically use the client's first contact as the email recipient.
You can choose from all the roles you have created when sending a letter, but not every client needs to have all roles filled.
Troubleshooting
Contact roles are not appearing when editing a client: Make sure roles have been created in Settings & Apps > Clients > Contact Roles first.
Emails are being sent to the wrong contact: Verify that the correct contact has the expected role assigned on the client profile. If no one has the specified role, Uku defaults to the first contact.
Cannot create or edit contact roles: Only administrators can manage roles in Settings & Apps. Ask your account administrator for access.
