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jon85
Level 1

How do I have two email addresses saved on customer data so I can send at one time

 
1 Comment 1
IntuitSheila
Level 8

How do I have two email addresses saved on customer data so I can send at one time

I'm glad to assist you, jon85.

 

You can add a second email in the customer's detail by separating the second email with a comma.

 

Here's how to:

  1. Click on the Sales tab.
  2. Click on the Customers tab.
  3. Select the customer name you wanted to add the second email.
  4. Click the Edit button.
  5. Under the Email field, enter the second email address separated by a comma.
  6. Click Save.

Once done, when you create and send a sales transaction for the customer the email address will automatically be populated based on the saved email address in the customer's profile. Here's also a handy link you can check on how to Email a sales form or report to multiple email addresses.

 

Let me know if you need any help. Have a nice day!