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How to update the Primary Email at the Customer Account — Cloud Customer Connect
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How to update the Primary Email at the Customer Account

Received Response
edited Feb 10, 2021 9:43AM in Receivables & Collections 4 comments



Where can I add/update primary email on a customer?. When I Manage Customers from Receivables, then I can only add an email with a contact.

I have also tried using Customer Data Management - Organizations. However here I can't search for the customers I can see in Receivables. Don't understand why.

(Doc ID 2692256.1) states the following:

Please follow below action plan in order to update Primary Email at the Customer Account Header level

1. Go to Customer Data Management
2. Search for the "Customer Name" (Organization Name)
3. Go to "Email" Section
4. Add a New Email address/Update the Existing Mail address and mark the mail as Primary


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