Skip to main content
Procentive

Multiple Client Emails

  • August 13, 2025
  • 0 replies
  • 6 views

Ensora Education Team
Forum|alt.badge.img

Overview

Multiple client email addresses can be added to the Clients Module, as of January, 2021.
 

Clients Module

Client Tab

The email field in the Clients Module > Client tab will now display as the Primary Email.
 

Primary_email_Client_tab.png

 

Phone/Email tab

Formerly the Phone tab, this tab will now display as the Phone/Email tab.
 

Primary_email_Phone-Email_tab_3.png

  1. The Phone numbers section will now display with a box around it.
  2. An Email section has been added, displaying with a box around it.
  3. The Primary Email field will be grayed out, with an asterisk indicating that it is display-only. 
    • This email address can be edited in the Client tab.
  4. All information in the Email section is for informational purposes only.
  5. In the Send appointment reminders to: drop-down menu, Email address has been updated to Primary email.
This topic has been closed for replies.