Topic
Learn more about adding multiple customer emails to a Customer Profile in Tradify. For more information on creating Customer Profiles in Tradify check out How to Create Customers on Tradify Web or How to Create Customers on Tradify Mobile.
Instructions
To add multiple customer emails in Tradify:
- Navigate to the Customers Page.
- Search for and select the Customer Profile that you would like to add an additional email too.
- Find the Email Address(es) field.
- Enter your email addresses, separating each with a comma (See below for reference).
- Select Save.
Note: that the email field cannot exceed a total of 70 characters in length. You can have up to ten email addresses per customer.Additionally, while these will pull through from your accounting integrations, the first email will be selected as the default email.
Additional Information
For more info on Customers, see here: How To Create a Site in Tradify Web
Comments
Please sign in to leave a comment.