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Multiple email contacts for customers

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Posted on by JustinD2012

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?

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Dynamics 365 Business Central

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YUN ZHU 90,019 Super User 2025 Season 2 on at

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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.

Hope this helps as well.

Thanks.

ZHU

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Nitin Verma 21,607 Moderator on at

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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

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

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Inge M. Bruvik 1,035 Moderator on at

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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:

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.

Really flexible and power full functionality.

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Amit Baru 3,035 on at

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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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