Denote a client field as holding the e-mail address for e-mail sending purposes

When Glide sends e-mail messages to a client or contact it shall need to know which field holds the e-mail address you wish to use. Only 1 field can be designated as being relevant for this purpose. By default in a new Glide system the E-mail 1 field found on the client summary tab is designated.

This same field can optionally be included in an active Xero integration.

The field designated as the e-mail field will have a message icon alongside it when viewed on the client card.

To set/change the field you should do the following:

  1. Click on the Config menu (Superuser access required).
  2. If you are updating a field that appears on the summary tab click on Edit additional client fields and jump to step 5 in these notes. If you are updating a field that appears on a workflow system tab of the client card click on Edit workflow systems.
  3. Drill into the appropriate workflow system by clicking on the pencil icon alongside the name.
  4. Click on the Custom client fields tab.
  5. Click on the pencil icon alongside the field you wish to update.
  6. In the data store tag dropdown select E-mail if you would like the field to be used for e-mail address purposes. If you are de-selecting a field then change the setting back to (not tag linked). Ensure there is only ever 1 field tagged as e-mail, the system will ignore any duplicate tags.
  7. Click Save.

If you need to create a new field first, then follow these steps. We recommend e-mail addresses be held in String (short) fields.

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