Hi,
Is there a way that I can save multiple email addresses to a client card?
Some clients have different email addresses for invoices and statement.
Ideally, I would like to create a drop down list to choose from when I emailing statements or invoices.
Is that possible?
Thanks,
Irma
Thanks so much Yanike.
Hi II
Thanks for your post.
You can enter up to 5 email addresses on the Profile tab of the card using the Location field. Select a Location then enter the additional details.
To send invoices or statements to the different email addresses you click To if you have additional email addresses specified in a contact’s card which you want to use.
Let me know if that helps you!
Thanks Yanike.
Have just tried it and it works.
Another question, is there any way I can Personalised the labels for each of the email addresses?
So it will say ' invoice, statement, etc etc' rather than 'email 1, email 2, etc'
