Multiple emails for one contact
I
Irene Giordano
Have more than one email address under one contact name...so an invoice can go to each of them.
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M
Maurice Birt
For example, I have a client - John Smith who has 2 emails - jsmith1@gmail.com and johns1@gmail.com. Right now you can only enter 1 email for that contact. The issue is the client sends emails from both accounts but only 1 email account is linked to the client so the team doesn't see the other emails.
I
Irene Giordano
Hi Amanda,
Unfortunately, that didn't answer my question. I know how to add multiple contacts, but I'm asking to add more than one email address to the same contact.
Thanks!
Amanda Aparicio
Irene Giordano, as a heads up, you can currently create multiple contacts for one client by going to
Clients > Dashboard > Client Details
and clicking Add
under Contacts
(see first screenshot). Then, when creating an Invoice, you can select multiple contacts in the dropdown menu (second screenshot). That way, the Invoice will be sent to multiple email addresses.
Additionally, you can set multiple contacts as the Default contact so that their email gets added automatically to invoices and proposals when sending (See our changelog post here).
Is this what you were looking for? Or something else?