Indirizzi email non collegati

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.

Esistono diversi modi per correggere gli indirizzi email non collegati:

Elimina gli indirizzi email non collegati

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.

Revoca l'accesso al portale

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

Collega l'indirizzo email al contatto esistente

Se l'indirizzo email è ancora rilevante, puoi collegarlo al contatto esistente a cui appartiene:

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

2. Selezionare il contatto dall'elenco.

3. Selezionare il campo e-mail per l'indirizzo e-mail e fare clic su Collegamento .

Condividere

Collegamento copiato