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's 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 - From the Customer card, click the dropdown to view all the addresses saved to the record. Click here to learn how to access the Customer card.
(B) Add New - Click to add a secondary email address. Users cannot edit or delete a Customer's primary email address; they can only add or edit secondary email address(es).
- (C) Add a New Email - Enter the Customer's new email address. Note: The (D) Other dropdown cannot be edited.
Save the Email Address to the Customer's Record
- (D) Confirm - Click to save the email to the Customer record. Note: Emails added will only show in CallPotential and will not reflect on the tenant record in your PMS.
