One customer, multiple email addresses

A customer can now have a primary email address and additional contact addresses. This lets you send documents and messages to the right people without creating duplicate customer records.

What changed?

Additional addresses can be added or removed from the customer profile, during manual order creation, and from the order card. Addresses are checked for duplicates within the organization.

In the manual email composer, enter several recipients separated by commas or semicolons. When sending a document, the primary address is selected by default and additional recipients must be chosen explicitly.

How to use it

Open the customer profile and select “Add email”. Save the address, then choose it when sending a message or document. Automations can use the primary address, additional addresses, all customer addresses, or a custom recipient.

Good to know

Automatic messages use only the primary address by default. Additional recipients are used only when the corresponding rule is selected.