Unlinked email addresses

Table of Contents

Delete unlinked email addresses
Revoke portal access
Link email address to existing contact

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.

There are several ways to fix unlinked email addresses:

Delete unlinked email addresses

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.

Revoke portal access

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

Link email address to existing contact

If the email address is still relevant, you can link it to the existing contact it belongs to:

Click the three dots menu to the far right of the email address and select Link to contact.
Select the contact from the list.
Select the email field for the email address and click Link.