CRM (Advanced): Unlinked email addresses

You may notice an Unlinked emails section under Contacts 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 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:

Delete unlinked email addresses

Attention! Note that you can't delete an address that was specified as primary in the Email field in the contact info. You can delete only emails specified as work or secondary.

If a client no longer uses an 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 an email address, toggle off 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:

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

2. Select the contact from the list.

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