Communication Preferences

Setting an Address to Do Not Mail

1. From the People table, edit the person’s record whose address you want to set to do not mail.
2. The “Addresses” sub-tab will be open by default.  Select the address you want to set to Do Not Mail and click the purple “Edit Bridge” action button, or right click on the address and choose “Edit Relationship to Address”.
3. Uncheck the “Receive Mail” checkbox.  
4. Click one of the green “Save” action buttons to save this change.

Editing Address' Type and Communication Preferences

1. From the People table, edit the person’s record whose address you want to edit.
2. The “Addresses” sub-tab will be open by default.  Select/check the address you want to change the type and/or preferences for, then click the purple “Edit Bridge” action button, or right click on the address and choose “Edit Relationship to Address”.
3. From here you can choose a new or existing address type, and you can check/uncheck any communication preferences you want to change.
4. Click one of the green “Save” buttons to save changes.

Editing Phone Type and Communication Preferences

1. From the People table, edit the person’s record whose phone number you want to edit.
2. The “General” related tab will be open by default. Open the “Phone Numbers” subtab.
3. Select/check the phone number you want to change the type and/or preferences for, then click the blue “Edit Bridge” action button, or right click on the phone number and choose “Edit Relationship to Phone Number”.
4. From here you can choose a new or existing phone number type, and you can check/uncheck any communication preferences you want to change.
5. Click one of the green “Save” buttons to save changes.

Setting an Email Address' Communication Preferences

1. From the People table, edit the person’s record whose email address you want to edit.
2. The “General” related tab will be open by default. Open the “Email Addresses” subtab.
3. Edit the email address.
4. From here you can check/uncheck any communication preferences you want to change.

Setting an Email Address as Default

1. From the People table, edit the person’s record whose email address you want to edit.
2. The “General” related tab will be open by default. Open the “Email Addresses” subtab.
3. Select/check the email address you want to make the default address, then click the blue “Set as Default” action button.