Adding Email

Email addresses are added to households and organizations (entities). An email can be attached to the entire household or organization, in which case that email is available to be used for all names (people and couples) within that entity, or it can be attached to just one of the names.

For each name, if there is more than one email address, one should be marked as preferred.

How to add an email address

To add an email address to a household or organization, do the following:

1. Make sure you are on the right household or organization for this email address.
2. Click on Add Email or select Email from the Add button, depending on where you are.
3. Select the Type of email address.
4. Type in the email address.
5. If this email address should not be used, click on Do Not Email.
6. Enter any notes about this email address.
7. Add any mailing tags to this email if it should only be used for certain types of mailings.
8. Indicate who this email belongs to. If it belongs to the entire household or organization, click on Household or Organization. If it belongs to one name within the household or organization, select the name.
9. If this is the preferred email address for the household, organization or name, click on Preferred.
10. Click on Save to save this email address.