If you have an integration, you should update the email in your CRM and let the sync update RealScout. Otherwise, follow the steps below.
How to Edit a Client’s Email Address in RealScout
Editing a client’s email address in RealScout is a straightforward process. This guide provides step-by-step instructions for updating email addresses, along with additional notes for handling special cases like duplicate emails or secondary contacts.
Steps to Edit a Client’s Email Address
Access the Client’s Profile - Navigate to the Contacts tab from the left-hand menu. - Locate and select the client whose email address you want to edit.
Open the Contact Details Section - Once in the client’s profile, go to the Contact Details or Client Details tab.
Edit the Email Address - Click directly on the current email address or the Edit (pencil) icon. - Depending on your interface, an inline edit field or a pop-up window will appear. - Enter the updated email address.
Save Your Changes - Click the checkmark or Save button to confirm the update.
Additional Notes
Handling Duplicate Emails: If the email address is flagged as already in use or associated with a deleted profile, resolve the conflict by restoring the profile or removing the duplicate before proceeding.
Adding Secondary Emails: To add additional email addresses (e.g., for a co-buyer or spouse): - In the Additional Contacts section of the Contact Details tab, click Edit. - Enter the secondary email(s), separating multiple addresses with commas. - Save your changes. Note that secondary emails will receive copies of alerts but cannot be used for login.
Integration with Follow Up Boss: If your RealScout account is integrated with Follow Up Boss, update the email address in Follow Up Boss. The change will sync automatically to RealScout.
FAQs
Where can I find the option to edit a client’s email address?
You can find the option to edit a client’s email address in the Contact Details or Client Details section of their profile. Click directly on the email address or the Edit icon to make changes.
What happens if I update the primary email address?
The primary email address is used for login and receiving alerts. Ensure the correct email is set as primary to avoid disruptions in communication. By following these steps and notes, you can efficiently manage and update client email addresses in RealScout.