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E-mail Only Contacts

New Member
Posts: 1
Country: USA

E-mail Only Contacts

I am fairly new to ACT!, and am working with a database of about 1700. We are having contacts opt to receive communication via e-mail only, which is great. However, I can't figure out a better way to mark them as non-snail-mail receivers other than erasing part of their physical address and putting it in a note. The only other way I can think to do it is make groups of e-mail and snail mail contacts, but it seems ot me there might be some other way to do it (?).

Bronze Super Contributor
Posts: 1,538
Country: United_Kingdom

Re: E-mail Only Contacts

You could create a 'Tick Box' which is labelled "E-mail".  If it's not ticked they want 'Snail-Mail' and if it's ticked they want 'E-Mail'.

 

When they opt for e-mail then you tick the box, otherwise you assume they want snail-mail.

 

Then have 2 groups using Dynamic Group membership.  The e-mail group uses the criteria that this field is 'True' and the snail-mail group uses criteria that this field is 'False'.

 

Hope this helps.


David Shaw
Act! Certified Consultant since 2001
Office:    +44 (0)1483 714507
Mobile: +44 (0)7977 567 318
E-Mail:    dshaw@act4u.org