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.
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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 client@gmail.com, you can enter it as client+test@gmail.com (any word in between the + and the @ will work) The system will treat client+test@gmail.com as a separate email address, but all communications will still go to client@gmail.com

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, such as email@email.com.

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.