billing contact
When emailing an invoice or a statement I would prefer the billing contact to be the primary email. It's caused a lot more issues recently with invoices going to the wrong email address & being missed.
The alternative would be that if I'm emailing an attachment from CCH, rather than automatically picking the primary email, there's a drop down of options for which contact to email as currently we're finding it very inefficient.
Sophie McNeice
shared this idea
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Cara Cole
commented
on a similar note, we have many client organisations who have(for example) a director with 2 different email address - one is to be used for billing and the other one is to be used for accounts queries. This director is associated to the ltd company as billing contact and as accounts contact, however both associations pull through the same primary email address.
We need to be able to select which email address is the primary for each association. e.g. when creating the association of billing contact select Email 2, and when creating the association for Director select primary Email