Contact Methods: Adding an Email


To add a customer email:

  1. Find and edit the customer.  On the General tab, click the +Email button.  The Customer Email window will appear.
  2. Indicate whether the email address is the Preferred Contact Email.  This indicates that the email will be used by default.
  3. Indicate whether the email address accepts marketing emails or not (Do not send promo).
  4. Select a Type. This indicates the type of the email, i.e., Home, Office, etc.
  5. Enter an email address.
  6. Indicate whether this email is for the selected customer, their spouse/partner, or both.
  7. Click OK.  The new email will appear in the Contact Method list.

If there was previously no email address, a newly added one will automatically be marked as Preferred.  You can uncheck this option if desired.

 

 

Updated on Wed, 11 Jun 2025 by Dominick Mastri

Glad we could be helpful. Thanks for the feedback.

Sorry we couldn't be helpful. Your feedback will help us improve this article.

How helpful was this page?