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Add Contact to Mailing List

Contacts that have an address and/or email saved can be added to existing mailing lists.

NOTE: You must have Add permissions to Mailing Lists to add the active contact to a mailing list.

To add a contact to a mailing list:

  1. Open the General Tab of the desired contact.

  2. On the three-dot menu, select the Add to Mailing List option.

    NOTE: If the active contact does not have an address or email saved, the following warning message will display.

  3. On the Add to Mailing List window, select the desired mailing list where you wish to add the active contact.

  4. The contact's default Address and Email will display when only one entry exists for each below the available mailing lists. If multiple addresses and/or online accounts exist, use the dropdown to select from other listed accounts or addresses.

    NOTE: At least one field (Address or Email) must be selected in order to add the contact to the selected Mailing List.

  5. Click the Done button to continue.

  6. A success banner will display when the active contact has been added to the selected mailing list.

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