Businesses often leverage customer email information for communication and other opportunities. Here is how to confirm email settings in Sage.To require customer email at check-in:
From the Main Menu, select System Management.
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2. Select, General Setup Options.
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3. On the next screen, click the Forward arrow Click on the forward arrow to move to page 2.
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4. On page 2, select Owner Setup.
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5. Click on the Forward arrow to proceed to forward arrow until arriving at page 6 of 7 and establish that the and select the Yes button for the option Require Email Address has Yes highlighted in red.
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6. Do not forget to click OKClick OK to save changes.
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With these settings, technicians will be prompted to ask for the customer’s email address. There is an Opt-Out option if the customer refuses. |
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An email will now be required at check-in. An error message will display of email is missing. Enter email or select the Email Opt Out button if customer does not want to provide an email. |
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