contacts

How do I add a secondary email address to a customer?

You can add only one email address to a customer. However, you can associate a secondary email address to the customer as a contact person. To do this:

  • Go to Sales on the left sidebar and select Customers.
  • Select a customer.
  • Click the + button next to Contact Persons.
  • Enter the the email address and the other details in the pop-up that appears.
  • Click Save.

When you create transactions for this customer, you will find the email addresses of both the primary customer and the associated contact person under Email Communications field.

Was this document helpful?
Yes
No
Thank you for your feedback!
Want a feature?
Suggest


Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial

Books

Online accounting software
for small businesses.