Creating Email Addresses for Constituents

You enter email addresses, either primary or secondary, to a constituent record in the Email view.

To create email records for constituents

  1. From the Constituents screen, choose the constituent record, then click the Email tab.

  2. Click New, and enter the required information, some of which is shown in the following table.

    Field Description

    Primary

    Select this field to designate the email address as primary for the constituent record.

    E-mail

    Enter the email address.

    Use Type

    Click the list to designate the email address type. The values include: Home, Business, Campus, and so on.

    Effective Start Date and Effective End Date

    Click the Select button to choose an effective start and end date for the email record.

    Description

    Enter a description in this field.

  3. From the Application-level menu, choose Save Record.

    Any changes you make to a constituent’s email address are tracked in the Source Data History table. You can view these constituent email address history records in the Email history view.