Adding Email Addresses

Adding Email Addresses

Before filling in contact info on a Record, please review the Contact Info Overview article to become familiar with the structure AdvisorEngine CRM utilizes to store contact information.

  1. Navigate to the Record Detail of the Record you want to add an email address to.
  2. Navigate to the Profile > Contact Information area of the Record.
  3. Click +Add New.
  4. Set the select type drop-down to Email address.
  5. Set the select recipient drop-down to the Record or one of the Persons on the Record.
  6. Enter the Email Address.
  7. Fill in any other optional fields as needed.
    • Type: Indicates the type of email address: home, business, etc.
    • Label: A unique text label to identify this email address.
    • Set as Primary: Is this the primary email address to reach the party identified with Belongs To?
    • Include additional: Used to include an email address when it is not the Record Primary when mass corresponding to this Record. See Sending Mass Emails for more information.
  8. Click ADD to store the new email address.

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