Error "(Client Name) does not have an associated email address" when emailing a client using an Automation Process

Issue

When running an Automation Process, the Automation fails on the "Create Email" step with the following error:

  • (Client Name) does not have an associated email address

Cause

Regardless of the Recipient selected as part of the automation process, the client must have a valid email address on the Client - Summary screen. Without this email address, the client will fail the validation and an email will not be able to be sent by the Automation process.

Solution

You will need to add an email address to the client's account on the Client - Summary screen. 

Refer to Client Summary and Process Step Details - Creating Emails, Documents and Tasks

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