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ForumSupport: Desktop questionsCustomer with two businesses

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Customer with two businesses

#1 · 5 March 2020, 1:39 pm

I have a customer connection set up on Okappy. However, the customer has another business. When I try and add his email it says I can't as the email has already been used for the first business.

Is there a workaround so that I can send the invoice from one of his business to the email address registered on the original business?

THanks

Malcolm.

#2 · 5 March 2020, 1:41 pm

Hi Malcolm

If you click the three dots menu next to the relevant invoice, click email invoice and then click the dropdown with the current email, it will provide an option to add a new email.

You can then use the email that you need, even if it is saved under another connection. The system will learn the email and provide it in the dropdown the next time you send an email to that customer.

The email is saved in the browser's memory rather than the database so it doesn't matter that the email has been used on another account.

Thanks

Richard