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To ensure that your customers and their families receive e-mail communication, your families' e-mail addresses should be up-to-date and complete. You can add or edit address information, delete an address, and print a family's e-mail address report on the Add/Edit Customers window. You can also click on the e-mail icon to send an e-mail to the selected address from this window.

Note

When you add, update, or delete a family's e-mail address, those changes apply to each individual in the family. To add, edit, or delete individual e-mail addresses, see Entering a Customer's Phone Number or E-mail Address.

 To add a family's e-mail address
  1. Under Manage Records, click the Records tab.
  2. In the drop-down list, select Add/Edit Customers. Click Go .
  3. On the Family tab, select the family whose e-mail address you are adding. Click Edit.
  4. On the E-mail tab, click Add.
  5. In the E-Mail Type drop-down list, select the E-mail Type.
  6. Select the Unlisted option if the e-mail address is unlisted. If not selected, the e-mail address defaults to Listed.
  7. Enter the e-mail address in the E-mail Address field and click OK.
 To edit a family's e-mail address
  1. Under Manage Records, click the Records tab.
  2. In the drop-down list, select Add/Edit Customers. Click Go .
  3. On the Family tab, select the family whose e-mail address you are editing. Click Edit.
  4. On the E-mail tab, select the e-mail address you want to edit and click Edit.
  5. In the E-Mail Type drop-down list, select the new E-mail Type, if applicable.
  6. Select the Unlisted option if the e-mail address is unlisted. If not selected, the e-mail address defaults to Listed.
  7. Enter the new e-mail address in the E-mail Address field.
  8. When finished, click OK.
 To delete an e-mail address from a family's record
  1. Under Manage Records, click the Records tab.
  2. In the drop-down list, select Add/Edit Customers. Click Go .
  3. On the Family tab, select the family whose e-mail address you are deleting. Click Edit.
  4. On the E-mail tab, select the e-mail address to be deleted. Click Delete.
  5. Click Yes.
 To print a family e-mail address report
  1. Under Manage Records, click the Records tab.
  2. In the drop-down list, select Add/Edit Customers. Click Go .
  3. On the Family tab, select the family whose address you are printing. Click Edit.
  4. On the E-mail tab, click Print.
  5. An E-mail Report for this family displays. Click Print to print this report.