Save practices as connections

Connections are your address book: the labs and practices you send to, each saved as one email address with a practice or lab name. They are offered whenever you type a recipient, so you do not have to remember addresses. Sending a transfer never adds a connection by itself; you choose what to save.

How do I add a connection?

From My account → Connections:

1. Enter the Practice or lab name and the email address.
2. Add Notes if you like, such as a contact name or opening hours. Notes are for you only.
3. Select Save connection.

You can also save one while sending: next to a recipient that is not saved yet, select Save to connections. On a transfer's page, select Save to connections beside a recipient.

How do I pick a connection when sending?

Start typing in a recipient's email or name box. Saved connections that match the name or the address appear in a list. Pick one to fill in both the address and the name. You can still type any address that is not saved.

How do I rename a connection or change its address?

• Name or notes: edit them on the Connections tab. If you add an address that is already saved, the form says Already saved as … and the button becomes Update connection.
• When sending: if you type a different name for a saved address, the form offers Update saved name. It only changes the connection if you select it.
• Address: an address cannot be edited, because a different address is a different recipient. Remove the connection and save the new address.

What happens if I remove a connection?

It stops being offered on new transfers. Transfers you have already sent keep the name they went out with, and their links are not affected.