Description of Issue

How do I add an email address to a customer?

Context

Cause

Resolution

Open General Revenues > Accounts Receivable > Setup > Customers
Search for the desired customer record
Navigate to the NAMES AND ADDRESSES tab, then scroll down to the Email Address grouping
On the right side, select ADD (Green Plus Sign)
Fill out the Type. Email, and Notes fields
Select Preferred if this is the preferred email for the customer
Click Accept to create the email address on the customer

Additional Information

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