Post Personnel Emails
With this quick posting, you can add or replace email addresses for a group of personnel. These display in the Emails grid on the Communication window.
- On the Personnel tab, click All Personnel or the appropriate personnel section then .
- Select whether to use automatic updating or individual entry.
- Select an option for adding or replacing emails based on your needs, then click Next.
- Add New Email to the Existing List—Adds a new email address to the personnel record. This does not affect any existing email addresses in the person's list.
- If Email Type Matches an Existing Email, Replace it with the New Email—Replaces an existing email address based on the email type. This only replaces an existing email address if the type matches what's currently in the person's list.
- Remove All Existing Emails and Add New Email—Removes all the existing email addresses from the person's list and adds the email address you enter during this quick posting.
- Select which personnel type to process, and click Next.
- If you selected automatic updating:
- Make selections to build your list of records to process, then click Next.
- Enter the email address and email type for each personnel. Select whether each email is preferred and/or unlisted.
- If you selected individual entry:
- Select an individual, enter the email address and type, and select whether the email address is preferred and/or unlisted. Click Add <Personnel Type> to List.
- Repeat this for each record you want to process. When you're finished, click Next.
- Review your list. If needed, add or edit any email information. When you're ready to post to the selected records, click Next.
- To post, click Finish.