The current Party can be added to an existing mailing list in the Mailing List Directory.
NOTE: You must have Add permissions to Directories > Mailing List to add a Party to a Mailing List.
To add the current Party to a Mailing List:
On the detail view of the Party, click the Actions menu and select Add Party to Mailing List.
NOTE: If the active party does not have an address or email saved, the following warning message will display.
On the Add to Mailing List window, search/select the desired mailing list where you wish to add the active Party. This is required.
If the Party has one address, it will be shown in the Address field by default. If there are multiple, choose the appropriate address, if needed.
If the Party has one email, it will be shown in the Email field by default. If there are multiple, choose the appropriate email, if needed.
NOTE: At least one field (Address or Email) must be selected in order to add the contact to the selected Mailing List.
Click the Done button to continue. A confirmation banner will display when complete. The current Party will be displayed within the selected mailing list in the Mailing List Directory.
