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Multiple email contacts for customers

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I want to set email contacts for sending specific documents, ie one contact for sales order confirmation, another contact for posted sales invoice.  However there is only one field for an email contact in the customer card.  Surely there must be a way to have multiple contacts for a customer?

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 76,911 Super User 2025 Season 1 on at
    RE: Multiple email contacts for customers

    Hi, If you just want to refer to the email address, you can select Contact on the Customer card to add multiple contacts.

    pastedimage1662618658074v1.png

    pastedimage1662618669113v2.png

    Hope this helps as well.

    Thanks.

    ZHU

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,085 Super User 2024 Season 1 on at
    RE: Multiple email contacts for customers

    Hi JustinD2012 ,

    You can easily achieve your requirement by attaching that contact to the customer card and use Document Layout functionality from there.

    Go to the customer Card choose Document document layout option

    pastedimage1662600975734v1.png

    and then you can choose multiple emails ID and define the report ID as well.

    pastedimage1662601002059v2.png

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 995 Super User 2024 Season 1 on at
    RE: Multiple email contacts for customers

    The function you should use for this is the documents layout page that is related to the customer card:

    Go you find it here in the menu from the customer card:

    pastedimage1662564342575v1.png

    Then you can add different e-mail recipients for different types of sales document. Or if you want to send the same document to several recipients you can define it here.
    You can also define different layouts for different recipients.

    pastedimage1662564483090v2.png

    Really flexible and power full functionality. 

  • Suggested answer
    Amit Baru Profile Picture
    Amit Baru 3,027 on at
    RE: Multiple email contacts for customers

    Hi,

    You can manage the above requirement via Contact Master. In BC D365 Contact creation feature is available, means One customer has multiple contacts.

    Go to the search bar and Contact and configure accordingly.

    Regards

    Amit Sharma

    www.erpconsultors.com

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