👉

Did you like how we did? Rate your experience!

Rated 4.5 out of 5 stars by our customers 561

Award-winning PDF software

review-platform review-platform review-platform review-platform review-platform

Video instructions and help with filling out and completing Dd 1750

Instructions and Help about Dd 1750

True, what's up everyone? In this video, we're going to be talking about an update to customers and contacts. The goal is to make email communication a little bit easier for you. If you've ever had a client with a business email or personal email that they prefer when you check on your computer or create a contract for them, you may have experienced situations where they email you from a random Gmail address on their phone. Unfortunately, these emails don't connect because you don't have that email on record. You may have thought to yourself, 'I really wish I had a way to enter that email address onto the customer record, so that anytime they use it, the ticket can automatically be associated correctly with the right customer.' Well, after that very long question to yourself, I'd like to say that yes, you can finally do that. You can do it on the top-level customer records and on contacts. When you go to a customer detail page and click on contacts, you'll see a new field called 'additional ticket matching email addresses.' Here, you can enter additional email addresses, such as the random Gmail I was talking about, their personal email instead of their business email, or vice versa. This is where you would include any secondary or tertiary email addresses they have. Once you hit save, anytime they email you from these addresses, it will automatically be associated with the correct customer. This feature is available on contacts as well. If the record doesn't have any contacts, you will find the same field 'additional ticket matching email addresses.' You can simply enter the email address and hit save. That's it! I hope everyone enjoys this update, and as always, I'll see you in the next one. Take care.