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HB won't allow me to add email address to client info

  • January 16, 2024
  • 2 replies
  • 29 views
Shannon Ranger
Explorer
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Has anyone had this happen before? I’ve never been given this type of a message.

Back story - client has filled in contact forms twice, but have I haven’t received either. I did vet this client and this is legit.

I’m going to manually add her, but this comes up when trying to enter her email address. Has anyone had this? I’m wondering if it’s because she’s filled in contact forms before (even though I can’t find them!).

Best answer by Cassie H of Premier Ops Spot

Hey @Shannon Ranger ! Something similar happened to me, but with an existing client - There is no way to EDIT a client’s email. Instead, you have to create a completely new contact, add their new email, add them to the project, then delete the “old” contact from the project.

I would reach out to support as I’m not sure why s/he wouldn’t show up if they filled out a contact form - although perhaps it’s a temporary glitch with the new pipeline features? 

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      2 replies

      Cassie H of Premier Ops Spot
      Community Legend
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      Hey @Shannon Ranger ! Something similar happened to me, but with an existing client - There is no way to EDIT a client’s email. Instead, you have to create a completely new contact, add their new email, add them to the project, then delete the “old” contact from the project.

      I would reach out to support as I’m not sure why s/he wouldn’t show up if they filled out a contact form - although perhaps it’s a temporary glitch with the new pipeline features? 

      HB Pro | Process Optimization & Business Consulting
        Shannon Ranger
        Explorer
        Forum|alt.badge.img

        I would reach out to support as I’m not sure why s/he wouldn’t show up if they filled out a contact form - although perhaps it’s a temporary glitch with the new pipeline features? 

        Hey @Cassie H of Premier Ops Spot! Yes, I had to reach out to support. They were able to do something on their backend and followed up with me about an hour later to have me try. So definitely a glitch and not something I could’ve fixed on my own. I’ve been impressed with the level of customer service lately!!

        Virtual Makeup Educator https://greysealbeauty.com
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