CRM (Advanced): Unlinked Email Addresses

With some account profiles, you may notice an Unlinked Emails section under Contacts. 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 give portal access to an email address and then delete it from a linked contact or an additional user is added by the client but not linked to a contact.

With some account profiles, you may notice an Unlinked Emails section under Contacts. 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 give portal access to an email address and then delete it from a linked contact or an additional user is added by the client but not linked to a contact.