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II's avatar
II
Contributing Cover User
4 years ago

Client Cards - Multiple emails addresses

Hi,     Is there a way that I can save multiple email addresses to a client card?   Some clients have different email addresses for invoices and statement. Ideally, I would like to create a dro...
  • Yanike_S's avatar
    Yanike_S
    4 years ago

    Hi II 

     

    I am glad that worked for you. These labels are currently not possible to change as they are set in the software.

Yanike_S's avatar
Yanike_S
MYOB Staff

Hi II 

 

Thanks for your post.

 

You can enter up to 5 email addresses on the Profile tab of the card using the Location field. Select a Location then enter the additional details.

 

To send invoices or statements to the different email addresses you click To if you have additional email addresses specified in a contact’s card which you want to use. 
Attachment.PNG

Let me know if that helps you!

II's avatar
II
Contributing Cover User
4 years ago

Thanks Yanike.

 

Have just tried it and it works.

 

Another question, is there any way I can Personalised the labels for each of the email addresses?

So it will say ' invoice, statement, etc etc'  rather than 'email 1, email 2, etc'

  • Yanike_S's avatar
    Yanike_S
    MYOB Staff
    4 years ago

    Hi II 

     

    I am glad that worked for you. These labels are currently not possible to change as they are set in the software.

    • II's avatar
      II
      Contributing Cover User
      4 years ago

      Thanks so much Yanike.

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