Delete 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, or delete addresses, phone numbers, and email addresses on an Account Details window.

You can delete a Secondary email address. You can only delete the Primary email address if there is not a Secondary email address.

Complete the following steps to delete an email address from a customer account on 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. For the email address you wish to delete, click the icon in the Actions column to open a confirmation window.

   You can only delete the Primary email address if there is not a Secondary email address.

5. Click Yes on the confirmation window.

   

   Confirmation Window

The email address is removed from the list of email addresses under the Emails detail tab. You can Add Email Address on Account Details Window or Edit Email Address on Account Details Window, if needed.

 

 

 

Topic updated: 07/2024.