The new info is clearly stored as I can see it when I go look.I have come back to answer my own question- in case others have this issue. The inform me they've changed their email address and give me the new one. As far as I can see, that old address doesn't appear anywhere on the client's info anymore, yet will randomly re-appear when I try to send them an invoice. Often, after clicking 'send' (invoice) directly from the Action column in the Transactions list, the client's email is not pre-filled into the 'To' field, even though I have one stored in the Customer Information form. I then have to close the pop-up window, go into the client info, copy & paste their email address and do the whole thing again. It's clearly stored along with the client's mailing address and other details, just not being copied over into the 'Send' window. ) it will sometimes pre-fill the 'To' field with an old, long-since updated email address that I deleted from the Customer Information weeks or months ago.These instructions will help you navigate that process.activity, accessibility, add an app, Add members, Add to Slack, administrators, all passwords, analytics, android, announcement, App Directory, app icon, Apple Watch, archive, Asana, Automation apps, Fair Billing, billing details, billing, bot user, box, browse, calls, Calls ! pc, changes, channels, channel notification, claim domains, close, compliance exports, compose, computers, connect, connected accounts, create, customize, custom SAML, custom, data exports, data security, deactivate, default channels, delete, deploy slack, desktop, direct messages, disable, discover and join, DMs, Do Not Disturb, domain, dropbox, edit, education, email address, email, emoji, emoticons, Enterprise Mobility Management, export, failed payments, faqs, finding, format, formatting, free trial, general, getting started, giphy, github integration, github organization, github, glossary, google apps, google drive, guests, highlights, import, integrations, ios, invite, JIRA, join, keyboard shortcuts, Keychain Access, keyword notifications, languages, leave, limits, links, linux, mac, manage a workspace, manage apps, manage members, mention, merge, message display, mobile, mobile push, move channels, moving workspaces, multiple, mute, nonprofits, One Drive, onboard, owners, password, permissions, phones, pin, plans, plus plan, polls, primary ownership, privacy policies, private channel, private notes and files, public channel, purpose, Quick Switcher, quote, reactivate, read, referrer information, reminder, remove, rename, retention, Request a new team, role, roles, RSS, Salesforce, SAML, SCIM, SCIM provisioning, search, send, share messages, share, shared channel, shared channels, sign in, sign out, single sign-on, Slack notifications, slack status, slackbot, slash commands, snippet, snooze, star, statistics, sync, tablets, tax, team domain, team domains, team name, team plan, team url, team urls, threads, time zone, tips, to-do lists, topic, Trello, troubleshoot, trouble receiving, twitter, two-factor authentication, updates, upgrade, upload, username, user groups, unread messages, video, voice call, voice, what is, whitelisting, windows phone, windows, working in, workspace creation requests, workspace discovery, wunderlist, zoom The email address you use when signing up for Slack is where we’ll send important emails like password resets, so you’ll want to keep it up to date.
So, here's the scenario I've encountered:1.) create invoice. re-send invoices as a batch.4.) receive no reply, eventually speak to client who asks me again to re-send emails to new address they've already given to me weeks ago.5.) I go back to client info, where it clearly already shows the new address. Then remember to manually update the email address each time before sending.In the email we send, clicking the Confirm now button lets us know the email address is yours.Note: If you do not complete the confirmation process above, your email will remain in an unconfirmed state.This makes things a little more challenging because of the security connection between the account owner and our billing system.But don't worry, you can still change your email address!After registering with Insightly, you'll use your email address as your user ID for signing in.