Unable to enter client information

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Maria Robinson

• May 12, 2022 19:11

I am unable to enter a new client and send her paperwork because when I enter her email address, I am getting the message that it is already in use. This is a new client to me. 

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  Sara

  • May 13, 2022 18:29

  Hi Maria,

  I have gone ahead and created a Help Request on your behalf so that someone from our Customer Success team can follow up with you to look into this for you.

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