Curious what your best practices are for situations where customers have specific requests for what email address you use for certain types of items. We have a number of customers that would like us to email them to their personal email addresses for specific items, and business addresses for other specific items, but it is not cut and dry. We are not emailing ‘all personal items’ to their personal email address, and ‘all business-related items’ to their business email address. This seems to be most specifically when someone else may have access to their business email address, so they want something business-related sent to their personal email address.
It is quite difficult to manage these requests across customers, despite our best efforts, and aside from adding notes to every work item or the timeline there’s no super clear way to add this information that will be accessible when a colleague is emailing that customer, an inevitably we don’t do a perfect job at choosing the correct email 100% of the time.
I don’t know if it would ever be possible to tag each email address associated with a client for the types of items each email address should receive. In the meantime, how are you best dealing with this issue (if it is something you are faced with)?
Best answer by jensView original