How to add supplementary information to contact emails and phone numbers


If you need to add supplementary information to a client's email address and phone number, it is posible to do it in the following ways:


  • Contact persons in Client card: You can assign potentially an infinite number of contact persons to a given client (name, phone number, email address).
  • Additional system variables: First, you create a variable called, for example, Another email address in SettingsCode listsSyst. variables. Second, you enter its default value and the form of the system variable, e.g. $ANOTHER_EMAIL_ADDRESS$. Then, you fill in the necessary details in Client card / Information / Additional system variables. Now you can use the variable in emails, contracts and SMS text messages.


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