The Contact Method Details window displays, as shown below.
The following solicitation preferences are defined at the "Email" communication method level:
· Do Not Allow System Notifications
Additionally, email communication records can be marked as On the Do-Not-Call Registry.
To add a new email address to a constituent:
2. From
the Background Information task category in CRM360,
click Contact Information.
Additionally, from the CRM360 header, you can click the Edit
Contact Information link.
The Contact Information screen displays below the header in CRM360.
3. From
the Email section, click the wrench icon and select Add
New, as shown below.
The Contact Method Details window displays, as shown below.
4. By
default, "Email" is selected as the Type.
Do not change this.
Values are populated based on the fixed CUS "COMM_TYPE"
system type.
5. By
default, "Home" is selected as the Location.
Change this if necessary.
Values are populated based on the non-fixed CUS "COMM_LOCATION"
system type.
Only
one email address can exist with the same Type and Location.
6. Enter
the constituent's Email address.
The email address must contain an @ symbol and a period with at least two
characters after the period. The following characters can be added before
the @ symbol: ! # $ % & ' * + - / = ? ^ _ ` { | } ~
7. If necessary, enter any Comments.
8. By
default, the Active checkbox is
checked. Change this if necessary.
If you uncheck this checkbox, "Inactive" will display to the
right of the phone number on the Contact Information screen, as highlighted
below.
9. By
default, the Include in Directory
checkbox is checked. Change this if necessary.
When checked, this indicates the constituent’s email address will be included
in external directory reports.
10. Check
the Include in Web/Mobile Directory
checkbox, if necessary.
When checked, this indicates the constituent’s email address will be included
in external directory reports on the web.
11. Check
the Use for Digital Subscriptions checkbox,
if necessary.
When checked, this indicates that the constituent wants all digital subscriptions
to be sent to this email address.
12. By
default, the Primary checkbox
is checked. Change this if necessary.
Note that only one email address can be primary.
13. If
necessary, select the Use for Digital
Subscription checkbox to indicate that the constituent's digital
subscription will use this email for delivery of the electronic content.
Only one email address can be checked.
14. Click Save.