I believe at the moment I can currently only save five email addresses in the card file. I have some large clients that I need send invoices and quotes to more than five email addresses at different times. The method of saving emails in the card also seems like a work around method attched emails to physical addreses ie. "Address 1" "Address 2" "Address 3" etc. Can you create a simple list of emails in the card file for each customer to allow more email addresses to be saved which are accessable when sending quotes and invoices?
I store all the addresses on Address 1, separated by a semicolon.
eg
you@email.com; her@email.com; him@email.com
If some are for different things, then I add extra info.
eg
you@email.com(invoices);her@email.com(statements);him@email.com(quotes).
It's a bit fiddly because I have to delete the unnecessary bits before sending but at least they're all there where I need them.
I also add notes if a client needs a particular document sent with their invoice.
eg
you@email.com;(SWMS)
Again, I have to delete the (SWMS) before sending, but it's a good prompt and saves a back and forth email conversation later if I forget.
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