When updating the e-mail address of a supplier or customer in Dimensions, there are potentially multiple places which need to be updated. This article is aimed at those who are updating the main e-mail address to a company to send invoices, statements or remittances.
For a Customer
Go to Debtors
Select the relevant customer record
Enter the new e-mail address into the e-mail field and select Save.
Select the Address button in the record window of the screen.
Identify which addresses need to have their e-mail address updated (this will normally just be the default contact with the documents selected against)
Select Edit, update the e-mail on the contact and select Save.
For a Supplier
Go to Creditors
Select the relevant supplier record
Enter the new e-mail address into the e-mail field and select Save.
Select the Address button in the record window of the screen.
Identify which addresses need to have their e-mail address updated (this will normally just be the default contact with the documents selected against)
Select Edit, update the e-mail on the contact and select Save.