Add an Email Address

Use the Add Email Address dialog box to add an email address to the account displayed in the Work Form.

To add an email address

1. In the Reference Panel navigation bar, click Available Panels and then click Email.

2. In the Reference Panel toolbar, click Add.

Email Address: Person's email address (for example, jdoe@myprovider.com).

Type: Type of email address, such as home or work.

Status: Status of the email address, such as good, bad, or unknown.

Customer on Account: Person associated to the email address.

Is Primary: If selected, the email address is the person's primary (main) email address.

Consent To Email: If selected, the person granted permission to send email messages to this email address. If cleared, the person denied permission to send email messages to this email address.

Obtained From: Name of the person who granted or denied permission to send email messages to this email address.

Method: Indicates whether the person granted permission verbally or in writing.

Comment: More information regarding the email address.

3. Complete the information and then click Save.

Related Topics

Data Grids

Email Addresses