This guide explains how to add email addresses to a Customer record in CallPotential. It's important to note that these additions are only saved in CallPotential and do not transmit to your property management software (PMS). Any changes to the official tenant record must be made in your PMS and those changes will reflect in CallPotential the next day through our integration. If using CallPotential Collection Manager, your management team can configure the system so that automated Collection emails are sent to every address saved on a record. Click here to learn how to make that configuration.
Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Add a Secondary Email Address
(A) Email dropdown - From the Customer card, click to view all the addresses saved to the record and send an email to any one of them. Click here to learn how to access the Customer card.
(B) Add New - Click to access the Add Email window and add a secondary email address. Users cannot edit or delete a Customer's primary email address; they can only add or edit secondary email addresses.
- (C) Address window - Enter the new email address. This new email address will not transfer over to your property management software, it will only display in CallPotential. It will also be listed with the type of "Other".
Save the Email Address to the Customer's Record
- (D) Confirm - Click to save the email to the Customer record in CallPotential.
