Edit Email Address

You can edit either the Primaryor Secondary email address. However, you cannot change the email type. For example, if you created a Primary email address, you can edit the email address, but you cannot change it to a Secondary email type.

Complete the following steps to edit an email address for 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.

   

   Add Child Account - Emails Detail Tab

4. For the email address you wish to edit, click the icon in the Actions column to open the Edit Email window.

5. On the Edit Email window, edit the Email Address.

   

   Edit Email Window

   Required fields are marked with an asterisk.

6. Click Edit Email to save your changes to the email address.

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

 

 

 

Topic updated: 07/2024.