Direcciones de correo electrónico no vinculadas

You may notice unlinked email addresses under the Contacts section in some account profiles. Here, you’ll see email addresses that are currently being used to log in to the client portal but are not linked to a contact. This happens when you delete the primary email address from a contact’s Email field. When you remove the primary email address and save the contact, that address moves to the Unlinked emails section if it still has portal access.

Hay varias formas de arreglar las direcciones de correo electrónico no enlazadas:

Eliminar direcciones de correo electrónico no vinculadas

If a client no longer uses the unlinked email address, you can delete it. Click the three dots to the far right of the email address, select Delete, and confirm.

Revocar el acceso al portal

If a client no longer uses the email address, uncheck Login . The email address will then disappear from the list.

Vincular la dirección de correo electrónico a un contacto existente

Si la dirección de correo electrónico sigue siendo relevante, puede vincularla al contacto existente al que pertenece:

1. Click the three dots menu to the far right of the email address and select Link to contact.

2. Select the contact from the list.

3. Select the email field for the email address and click Link.

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