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April 25, 2024
Question

How to add multiple emails to a customer? I need emails for the accounting dept and project managers

  • April 25, 2024
  • 1 reply
  • 0 views
It would be nice to not have to look up repeated emails and contacts to the same company

1 reply

Clark_B
April 25, 2024

I'd be glad to help you add multiple emails to your customer, Shelly.

 

To add multiple email addresses to a customer's profile, separate them with a comma in the email field. You can add up to three email addresses.

 

Here's how:

 

  1. Go to the Sales tab in the left navigation panel and select Customer tab.
  2. Select New Customer to create a new customer or select the customer then click on Edit. (if the customer is already created).
  3. In the Email field, type in the email addresses separated by a comma (,) and space.
  4. Example: test_email@hotmail.com, email_test@yahoo.com
  5. Select Save.

 

In addition, you might want to check this article to guide you on adding, editing, deleting, or merging customers: Add and manage customers

 

You can tag me in the comment section if you have any other concerns about adding multiple emails to a customer. I'll be around to further assist you.