Modifying Existing Email Addresses

Click on the Icon_VewList icon to get a list of the emails and then click on the Icon_Edit icon next to the email address you wish to edit.


You can edit any email address provided you have the security role that lets you edit the information.

Click to Expand or Collapse
Email edit screen shown on typical phone

Information about to use each field can be found by clicking HERE.

Changing The Primary Email

You cannot uncheck the primary email box on an email address.  To change a primary email, just go to (or add) the address you want to be primary and check the box on that record.  Advisors Assistant Mobile will automatically uncheck the current primary email and the new primary email will be used.

See Also