Skip to content
English - United Kingdom
  • There are no suggestions because the search field is empty.

A client's email address has changed and they can't access the old one - do I need to create a new client record?

No, you don't need to create a new record. Update the email address on the client's existing record instead.

How to fix it

  1. Open the client record.
  2. Find the email field. Where it is depends on the client type:
    • Individual or Sole Trader: go to Step 1: General info and use the Email: field.
    • Limited companies and other business clients: go to Step 3: Related individuals & contacts and edit the Email: of the person whose address has changed.
    Email field in the client General info step showing a demo address, with essential contact and marketing consent below, and the Email field highlighted
  3. Update the email address and select Save.

The client can then log in with the new email address using their existing password.