Add Client Email Address After Creating New Client

[fishybusiness]

We set up many of our clients without a contact email address. Quotes are often delivered by hand or by snail mail.

We are finding more of our clients ask for quotes via email after we have first worked for them. I can’t find a way to add an email address to a client at a later date.

I’ve taken to sending the quotes to pdf and sending via my email client. That’s ok, but it means the client record is not complete and I have to go searching for email addresses when I need them.

Is there a way in "Modify Client Details’ to add an email address?

Thanks.

[QFMathew]

Hi @fishybusiness

You can indeed update them . Email addresses for the purpose of invoices and estimates etc., are recorded as contacts, so you send them to individual people.

Here’s an example of how to record this:

Then, you can just select who you want to send the invoice/estimate to:

1. Click ‘Send’ (pink)
2. Click ‘Send invoice by email’ (black)
3. Select the contacts you wish to send it to (blue)

Hope that helps!

[fishybusiness]

Ah, yes makes sense, thank you.