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Adding Email Addresses to Customer Records

Adding Email Addresses to Customer Records

Description of Issue

How do I add an email address to a customer?

Context
  • Munis
  • Accounts Receivable
  • Customers
Cause


Resolution
  1. Open General RevenuesAccounts ReceivableSetupCustomers
  2. Search for the desired customer record
  3. Navigate to  the NAMES AND ADDRESSES tab, then scroll down to the Email Address grouping
  4. On the right side, select ADD (Green Plus Sign)
  5. Fill out the Type. Email, and Notes fields
  6. Select Preferred if this is the preferred email for the customer
  7. Click Accept to create the email address on the customer
Additional Information






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