How to add / edit / set a default email address

Solution

To add, edit, or set a default email address to an existing contact in CAS 360, follow the steps below:

1. Locate the Contact from the list and click on the Contact Name to edit.

2. Click Information+ and select Communication Details.

3. Once the Email has been added, click Save.

To edit an existing Email Address, click on the email address.

Clicking the email address will also allow you to view any previously added notes.

Additionally, the default email can be set by selecting Options > Set As Default:

Communication Details type	Choose from a range of communication types. Select Email
Set As Default	Set this toggle to Yes if you wish to use the entered email as the default contact email address.
Email label	Enter a label. This will be the heading on the information card for the contact. These Labels will allow you to added multiple email addresses for your contacts.
Email	Enter the email address
Notes	Enter any notes/information you deem necessary for the email address (optional)