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Add additional email to a user account?

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Posted on by Zerou

Hello,

I'm a bit new at this could use some help as I've been thrown into the deep end. It's what I assumed should be a simple task, but I can't seem to find what I'm looking for.

Situation: When an action is triggered from a flow, the CRM is supposed to then send an email to someone regarding the changes in the CRM. But I'm supposed to make it so that someone else also gets that email. I logged into the CRM, went to accounts and looked up the current receiving party. But under "Email" on the account summary page, there is a lock icon and the email cannot be edited. Am I supposed to create a new user, even though it's going to the same people within the same company?

Is there no way to edit the email field so that it is: 123@example.com ; 1234@example.com? instead of just 123@example.com? Is it just this?

Sorry if this seems very basic, I am new to this field.

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antc 2,909 on at

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A bit confused is it locked in the subgrid or on the Contact form.

Have you clicked on the user and gone to the contact form? If not double click on that row.

If it is locked you would need to look into the solution and security on the field.

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Zerou 5 on at

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Hi. It is locked on the contact form. But I was able to add an email by clicking the add new contact button, so I am not waiting to see if it works and sends to both emails.

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Goksel oral 25 on at

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There is a lock sign because the form is using a quick view. You can add additional emails by going to primary contact main form and add the additional emails (it should have 3 email fields by default) although they will not be primary email.

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Paul NZ 21 on at

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The Email field in your screenshot is actually inside whats called a 'Quick View Form' which is displaying fields from the Primary Contact of that Account, in this case the contacts Email and Business phone. This is why it is locked.

If your flow is sending an email to the Account, it will instead be sending to the Email (emailaddress1) on the account, not the Email on the Primary Contact.

Make sure your flow is using the Primary Contact as the email recipient instead of the Account, if that is your expectation. If you're adding additional contacts to the account, you'd need to explicitly add these to the email as recipients too.

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