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II's avatar
II
Contributing Cover User
3 years ago
Solved

Client Cards - Multiple emails addresses

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 

 

 

  • Yanike_S's avatar
    Yanike_S
    3 years ago

    Hi II 

     

    I am glad that worked for you. These labels are currently not possible to change as they are set in the software.

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  • Yanike_S's avatar
    Yanike_S
    MYOB Moderator
    3 years ago

    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. 
    Attachment.PNG

    Let me know if that helps you!

    • II's avatar
      II
      Contributing Cover User
      3 years ago

      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'

      • Yanike_S's avatar
        Yanike_S
        MYOB Moderator
        3 years ago

        Hi II 

         

        I am glad that worked for you. These labels are currently not possible to change as they are set in the software.

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