Ensure collection and communication emails reach every appropriate contact by adding secondary email addresses directly to the customer record in Storable CRM.
Quick Start:
Open the customer card and expand the email dropdown.
Select the option to add a new email address and enter the additional email.
Confirm to save the new email address to the customer’s account.
Notes:
Email addresses added are stored only in Storable CRM and do not sync back to your PMS tenant record.
Make any official changes to the tenant record in your PMS; those updates will sync to Storable CRM through the nightly integration.
If you use Storable CRM Collections, your management team can configure automated Collection emails to send to every email address saved on a customer record.
Add a Secondary Email Address
From the customer card, open the Email (A) dropdown to view all email addresses saved to the record. Click here to learn how to access the customer card.
Select Add New (B) to start adding a secondary email address. You cannot edit or delete the customer’s primary email address; you can only add or edit secondary email addresses.
In the email field, enter the customer’s additional email address in Add A New Email (C). Note that the Other (D) dropdown value cannot be edited.
Select Confirm (E) to save the new email address to the customer’s account. Emails added here will only appear in Storable CRM and will not update the tenant record in your PMS.