Setting Contacts as Pix Email Recipients (Brazilian Hub SuiteApp)

To set contacts as recipients of emails containing Pix payment information, associate the contacts with customer records and assign them the Pix contact role.

To set a contact as a Pix email recipient:

  1. Go to Lists > Relationships > Customers.

  2. Click Edit next to the customer you want.

  3. Click the Relationships subtab.

  4. In the Contacts subtab, in the Contact field, select a contact from the list.

  5. In the Role field, select Pix.

    For more information about the Pix contact role, see Creating the Pix Contact Role (Brazilian Hub SuiteApp).

  6. Click Attach.

    For more information about associating contacts with other records, see Associating a Contact with a Record.

  7. Click Save.

Related Topics

General Notices