When you are adding client/prospect accounts in PreciseFP, there is a chance you may receive the following error:
(Image shows a message in red explaining that 'The email has already been taken.')
This is caused by the client/prospect already having an account record under your subscription.
We recommend checking for an existing record in Accounts > Archived, but if they are not here, their email address may be in use under another team within your subscription.
Some email domains, like Gmail, allow a workaround to this issue:
If the email address is email@example.com, you can enter it as firstname.lastname@example.org (any word in between the + and the @ will work) The system will treat email@example.com as a separate email address, but all communications will still go to firstname.lastname@example.org
If this is not an option, the client may opt to use another email address or you can add the client with a placeholder email address. Then, once the record is created, you can update the email address within the Account Profile and you should not receive the 'duplicate' error at this point.