How do I update the primary email address in Vtiger CRM from my Preferences page?
Follow these steps to change the Primary email:
- Log in to your CRM account.
- Click the User Menu on the top right corner of the CRM screen.
- Click My Preferences. The My Preferences page opens.
- Click the More icon on the top right corner.
- Select Change Primary Email. A change Primary Email window opens.
- Enter or select the following information to change the primary email address:
- New Primary Email - Enter the new primary email address.
- Confirm Password - Enter your current password to authorize the change.
- Click Save.