Client with multiple companies using different email addresses
We have some clients that have personal companies and business companies that use different email addresses. When processing ASIC documents I have to delete the email address that doesn't apply to that particular company and then do the same again when I have to process one of the other companies utilising a different email address. This is rather time consuming and open to mistakes occurring.
In some instances we have created duplicate contacts with a slight difference in name to get around this, but this isn't perfect either.
It would be great if we could somehow be able to select either a business email address or their personal email address when processing forms through the CAS360 templates.
-
Official comment
Hi Margaret,
I have sent this feedback to the Wishlist for the product team to review and it may become a potential update in the future.
As of the 12th June 2025 update.
You now have the option to select the email when sending documents to a client.
For more information, click here.
If there are any further questions please reply to let me know so I may assist further.
-
I also have this with a few of our clients as well.
0 -
I've experienced the same with a few clients too.
0 -
I have need for this function too. We have clients who are office holders in up to 5 companies - each with a different email address. So it's not only about a distinction between personal and business email, but having the option to select between multiple business emails. I hope this can be developed!
0 -
Hi everyone,
As of the 12th June 2025 update.
You now have the option to select the email when sending documents to a client.
For more information, click here.
If there are any further questions please reply to let me know so I may assist further.
0
Please sign in to leave a comment.
Comments
5 comments