Hi,
Sending out invoices/statements to the right person is tricky when you don't have the option of entering various department emails in the Contact card. Often invoices go directly to the salesperson etc but a copy has to go to the admin/purchasing area which is a different person. The card profile doesn't allow for a title/position etc for clear recognition of a persons role(being the correct contact etc). The card file doesn't allow you keep the email records sorted and it is only when you get to the email invoice stage that you have the option to chose.
Hi Triggs
Thank you for your enquiry
AccountRight does allow multiple email address's and contact information to be added to a card. This can be done via Card File>>Cards Lists>>Selecting the required card>>Selecting the location on the left hand side. You can then drop that down and select multiple locations and add in contact information from each address. When you go to email that customer you can use the drop down next to the email address field to select the required email address.
Is that what you are after with your idea or are you thinking more about having a contact added to that list of email address so you can see what contact is linked to what email address?
