Adding a Mailing List Member
Names can be added to saved mailing lists from the Mailing List Directory, from a Party/Provider, or the Case Tab. Refer to Add Party to Mailing List, Add Contact to Mailing List, and Add All Parties to Mailing List for more details.
NOTE: You must have Add permissions to Directories > Mailing Lists.
To add a mailing list member:
Navigate to Settings > Mailing Lists.
In the Mailing List Directory, select the mailing list where you wish to add members.
Using the Search field on the top right of the members pane, enter a name that exists in your Neos database. Click the search icon
or hit the ENTER key to display the Select a Contact search results pane.
Find the desired contact from the search results and click the Select button to insert their name as a member of the current mailing list.
NOTE: A name cannot be added to the same Mailing List more than once.
An Adding <Full Name> window will display containing the full name of the selected name. Select the desired Address and/or Email for the name you are adding. At least one of these fields is required to save a new member. If the name is attached to other mailing lists, the Title will display. If they are not a member of any mailing lists, "None" will be shown.
Click the Save button when finished.
The Mailing List Directory will be saved and the name will be listed alphabetically as a member of the selected mailing list.
Changes, such as selecting a different Address or Email can be made to saved members by selecting a single row from the current Mailing List. Click the Save button on the Adding <Full Name> window when complete.