Add an Email Address (Address Currently Exists)

Published: 18th July 2017

This guide will show you how to add a new email address for a constituent and mark a former one as inactive.

Step 1

Click on Email Addresses tab in the lower right section of Bio 1.

Step 2

Select Type of email from drop down list (this will usually be Personal or Business) and enter the address under the Address column. Tick the Primary option if this is the email address the constituent would like to be contacted on.

Please note that because we have been given a new email address, this does not necessarily mean the existing address is invalid (unless they have specifically told us so).

Step 3

If the new email address is replacing a previous email of the constituent, we need to amend the details of the old address. Under Type, choose the appropriate option (e.g. Former Personal Email if it’s no longer valid) and then tick the Inactive? box which will prevent this address being visible (unless you tick Show inactive phones and emails beneath).

Constituents with email addresses must have one marked as primary and this is the one we will send communications to.

Step 4

Once you have finished editing this constituent’s record, ensure you click on Save and Close.