How to update a client's email address
Can't update your client's email? That means they've registered their account and must do it themselves. Fortunately that is easy and this demo will show you how.
Advisors can update a client’s email address if the client has not registered their Knudge account.
However, if clients that have registered their Knudge accounts must update their email addresses themselves. It is very easy process, and this demo will show you how.