Troubleshoot a duplicate email error
Search existing company, staff, broker or contact records before retrying.
Before you start
Investigate with the affected role and workspace; a direct route does not bypass record permissions.
Follow these steps
- Record the exact screen, record reference and error message.
- Search existing company, staff, broker or contact records before retrying.
- Use company_email_exists, staff_email_exists or broker contact check via the UI.
- The issue is resolved or can be escalated with a precise record reference and reproducible error.
Fields, rules and limits
- Use company_email_exists, staff_email_exists or broker contact check via the UI.
Check it worked
The issue is resolved or can be escalated with a precise record reference and reproducible error.
If something does not look right
If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.
Questions and answers
What should I verify for this task?
Use company_email_exists, staff_email_exists or broker contact check via the UI.
Why is the record or action unavailable?
Investigate with the affected role and workspace; a direct route does not bypass record permissions. Check the current company and record relationship before requesting additional access.
