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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
- 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
, multiple selections available,
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