Add Email Address

You can add two email addresses to a customer account: Primary and Secondary. The first email address you create will be the Primary; the second one will be the Secondary. Once you have created both a Primary and a Secondary email address, you can only edit the email address.

Complete the following steps to add an email address to a customer account:

1. Select Customer Billing from the Gotransverse application menu .

   

   Customers Window

   You may see a Customers and an Accounts tab or just the Accounts window, depending on the value for the Allow Multi-Customer Accounts Billing system setting. The Allow Multi-Customer Accounts system setting must be set to True to see both tabs. If this system setting is set to False, you will only see the Accounts window while in the Customers module. Refer to System Settings for more information about configuring system settings.

2. Select a customer from the list or search for a customer from the Search field to open the Customer Summary window.

   To quickly access a customer or billing account, click the icon on the title bar (on either the Customers or Accounts window) and enter part of the customer or billing account name. If you do not see the Accounts tab, you can still search for a billing account from the Customers window by entering part of the number in the Search field. You can also bookmark regularly-used pages. Refer to Search Feature for more information.

   

   Customer Summary Window

   Click the icon in the left pane to hide it. Click the icon to open it.

   You can manage which columns display in any table with a Configure or Columns button by clicking the button and selecting desired columns. In addition. If the table includes a Filter button, you can filter the table contents. If the table includes an Export button, you can export visible table contents (up to 50) to a CSV (comma-separated values) file. Refer to Data Tables for more information about using these features.

3. On the Customer Summary window, click the Emails detail tab.

   

   Emails Detail Tab

4. Click the Create button to open the Create Email window.

   If you have already created a Primary and a Secondary email, the Create button will not display.

5. On the Create Email window, enter the email address in the Email Address field. The Type is pre-selected depending on whether this is the first email created (Primary) or the second (Secondary).

   

   Create Email Window

   Required fields are marked with an asterisk.

6. Click Create Email OR click the Create Another checkbox to save this email address and open a new Create Emailwindow.

   If the email you are created is the Secondary email address, the Create Another checkbox will not display in the Create Email window. Only one Primary and one Secondary email can be created.

Email addresses display under the Emails detail tab. You can Edit Email Address or Delete Email Address, if needed.

 

 

 

Topic updated: 07/2024.