This guide explains how users add email addresses to Customer records. Your management team can configure the system so that automated Collection emails are sent to every address saved to a record. Click here to learn how to make that configuration.
Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Add a
NewSecondary Email Address
 Users cannot edit or delete a Customer's primary email address; they can only add or edit secondary email addresses. |
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(A) Email dropdown - Click to view and email all addresses associated with the account.
(B) Add New - Click to access the Add Email window and add a secondary email address.
- (C) Address window - Enter the new email address.
Save the Email Address to the Customer's Record
- (D) Confirm - Click to add the email to the Customer record.
