Businesses often leverage customer email information for communication and other opportunities. Here is how to confirm email settings in Sage.
From the Main Menu, select System Management.
2. Select, General Setup Options.
3. On the next screen, click the Forward arrow to page 2.
4. On page 2, select Owner Setup.
5. Click on the Forward arrow to proceed to page 6 of 7 and establish that the Require Email Address has Yes highlighted in red.
6. Do not forget to click OK.
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.
