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Remove need to add an email address for second client

When a new lead comes in, you won't get the emails of both clients. I understand it's needed for a portal log in but most applicants share one log in and complete the FF together.

Currently we have to add a fake email to add the second client and then the fact find won't let them update it themselves.

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Greg Burnett shared this idea  ·   ·  Report…  ·  Admin →
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  • Ann Wyllie commented  ·   ·  Report

    Can we remove the need for a second email address, or at least be able to add the same email to client 1 and client 2. We have clients that use a "family" email address and therefore the email is the same for both clients, yet we cannot use the same email. This needs to be amended please .