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Portal: Unable to Set Default Email Address

Summary

If you're unable to select or star a default email address for a client in Portal, this article outlines the steps you should take before raising an incident. These actions can often resolve the issue without needing further escalation.

Guide

When attempting to select a default (starred) email address for a client in Portal, the option may be unresponsive or fail to save. To resolve this:

Click on the start menu (our use the search box on the windows task bar)  and typing in company portal.

Open the application and click Settings in the bottom left corner.

Click on the sync button and wait for the process to complete.

Close company portal and restart Portal.

Next clear the cache in your Microsoft edge browser (If your unsure how to do this please see the guide: Microsoft Edge - Clearing cookies/permissions and browser history.

These steps usually resolve the issue, if they are unsuccessful raise a fresh ticket advising that you have already tried the above and our team will investigate this further.

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