How to Add/Edit/Remove a Constituent Email in Trax

Why is this important to me?

It is important to maintain updated contact information of constituents.

Add a Constituent Email

Step 1: Open a Constituent record.

Step 2: Click the Contact tab.

Step 3: Click Add on the Email addresses action bar.

Step 4: Enter information in the Add an email address window.

Note: Yellow-shaded boxes are required fields.

Note: Click the Set as primary email address checkbox if the email address is the primary address for communication. Click the Do not send email to this address checkbox if the constituent does not want the email address used.

Step 5: Click the Save button.

Edit a Constituent Email:

Step 1: Open a constituent record.

Step 2: Click the Contact tab.

Step 3: Click the expand icon next to the email you want to manage. Click Edit.

Step 4: Configure information in the Edit email address window.

Step 5: Click the Save button.

Remove a Constituent Email:

Step 1: Open a constituent record.

Step 2: Click the Contact tab.

Step 3: Click the expand icon next to the email you want to remove.

Step 4: Click Delete. Select Yes on the pop-up screen.

Details

Article ID: 3063
Created
Thu 1/28/21 5:28 PM
Modified
Thu 1/28/21 6:49 PM