To add a customer email:
- From the Customer Edit General Tab, select +Email (
).
The Customer Email window will appear.
- Indicate whether the email address is the preferred email address. This indicates that the email will be used by default.
- Select a Type. This indicates the location of the number, i.e., Home, Office, etc.
- Enter an email address.
- Indicate whether this is the primary contact's email, in this example, Mike's Email. Or select the spouse name to indicate the spouse/partner's email.
- 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.