Add Email Address on Account Details Window

If your tenant is configured with the Allow Multi-Customer Accounts system setting set to False, you can add, edit, and delete addresses, phone numbers, and email addresses on an Account Details window.

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.

Complete the following steps to add an email address to a customer account from an Account Details window:

1. Select Customer Billing from the Gotransverse application menu .

   

   Customers Window

2. Select an account from the list or search for a customer from the Search field to open the Account Details window.

   To quickly access a billing account, click the icon on the title bar and enter part of the billing account name.You can also bookmark regularly-used pages. Refer to Search Feature for more information.

   

   Account Details Window

   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 Account Details 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 Phone Number 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 on Account Details Window or Delete Email Address on Account Details Window, if needed.

 

 

 

Topic updated: 07/2024.