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CRM (Advanced): Unlinked Email Addresses

CRM (Advanced): Unlinked Email Addresses
2 Min

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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.

There are several ways to fix unlinked email addresses:

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Document

CRM (Advanced): Unlinked Email Addresses

View in Help Scout

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.

There are several ways to fix unlinked email addresses: