Add an email address to a contact

Modified on Fri, 27 Feb at 2:56 PM

TABLE OF CONTENTS

Introduction
Add an Email address to a Contact

Introduction

If you want to issue documents to a bill payer, the billing contact record must have an email address. The email addresses in contact records are automatically available in Fees when entered.

Add an Email address to a Contact

Go to Fees > Setup > Parent Defaults and select the bill payer. 
Select the View Contact button to open the contact record.
In the Email tab on the right of the screen, select the green icon to add a new email.
Select the Email Type from the drop-down menu and enter the email address directly under Email Address.
Tick the Primary box if there is only one email address.
Select Save in the top left corner and close the window.

For more information on working with Contact records please see the MIS functions for Fees users guide (Contacts section).