There may be times when a contact does not want all mailing to be sent to their main address.
For example, they may wish for invoices to be sent to their work address and catalogues to be sent to their home address. To set up different addresses for different mailings, use the Contact Preferences tab on the Contact form.
Using Different Addresses for Different Mailing Types
⚠️ Important: Before completing the steps below, make sure to have all the addresses created. This is done from the Addresses tab.
Open the contact and click the Contact Preferences tab.
Click the plus icon in the Preferences area.
Select one of the following options:
Add: You can choose from any of the extra addresses that have been set up against the contact.
Add Related Contact Preference: You can choose an address that a contact has been linked with.
Add Any Contact as a Preference: You can use any contacts address within the system.
Add Any Address as a Preference: You can use any address stored within the system.
From the Mailing Preference form, select the Type of mailing the contact would like to receive.
Use the magnifying glass search button to select the Preferred Address.
From the Method drop-down menu, select the format the person wishes to receive the information:
Letter
Email
Large Print
Click Save or, if there is more than one mailing preference to add, click Save and New.
You can also delete a preference by selecting the Delete option.
It is also possible for new Delivery and Invoice addresses to be added against contacts when creating event bookings for them, if the address is manually entered and not selected from the existing addresses.