Jeremy Posted December 18, 2018 Posted December 18, 2018 Is there a way to store more than 1 email address against a customer, we have some that have two email address (one is an alias) but we are finding that we are creating contact accounts as well as customer accounts that are created automatically via an upload.
Martyn Houghton Posted December 19, 2018 Posted December 19, 2018 @Jeremy There is standard filed called Alternate Email address on the Contact entity, however I note sure if the logic used in the Mailbox matching and the AutoResponder rules looks at this. Probably would need @Victor, to confirm the latter. Cheers Martyn
Jeremy Posted December 19, 2018 Author Posted December 19, 2018 @Martyn Houghton we were hoping to include something in the co-worker version of the customer as we try as little as possible to use contacts.
James Ainsworth Posted January 7, 2019 Posted January 7, 2019 @Jeremy The user form can be customized and new fields added. However custom fields could not be used for things such as lookups when applying incoming emails to requests. How are you intending to use the alternate emails addresses? Is it just for information purposes? Regards, James
Jeremy Posted January 8, 2019 Author Posted January 8, 2019 @James Ainsworth we would like to use this to identify the user, so if they email from either address it will associate to that user when raising a request.
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