If a customer email will not save when updated, it is likely due to the wrong email being tied to an active loan application.
To resolve this, cancel the loan application through the lender and try again. Even if the email is directly updated with the lender, it will not update in Enerflo.
If the force email to match setting is enabled, updates to the email cannot be made once the finance application has been approved.
Missing Customer Email Blocking Proposal or Financing Actions
If a customer record has no email address on file at all, some proposal and financing actions (such as selecting a finance product or submitting an application) will be blocked with a generic error. This is different from an email that won't save (see above) — in this case, no email has been entered yet.
To resolve, open the customer's record, add the homeowner's email address, and save. The blocking error should clear immediately.