Start a new topic

Contact email addresses by type

Is it possible to have different types of email addresses specified (like physical addresses: Billing/Business/Shipping)?


Eg, Sales, Accounts, General email addresses.


We have many customers that order from their front office (Sales) who want a copy of purchases emailed to them to confirm order placement but they don't want/need to receive copies of monthly statements etc. 


Ideally we'd want to be able to isolate who get's accounts email, currently if an email address is on file it's all or nothing.


We'd also want this to flow on to Xero. Possibly an option within DEAR to set primary account contacts which sync to Xero for statements & reminders but in DEAR it keeps "Sales" email address out of Xero so Sales email address are not being chased for overdue amounts.


Currently, having an email address "ticked" within DEAR enables it to be used within DEAR for emailing purposes but it also means it will sync to Xero which means non accounts people are going to receive statements & payment reminders. Some customers are OK with this, most are not.


If you untick them in Xero (to not include in emails) they become unticked in DEAR when next synced then are unavailable for emailing use within DEAR.


1 person likes this idea
Login or Signup to post a comment