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>
Parent Mailing
P
arent Mailing
Parent Mailing List
Single households
Multiple households
Setting up a Parent Mailing Report
Parent Mailing List
Single households
Open the father's contact page.
Click on the
Edit Contact
icon
to edit his information.
Under the
Mail Label
field input the father's and mother's name. (e.g.: John & Jane Doe, Mr. & Mrs. Doe)
On the right hand side, click on the
Parent Mailing Tag.
Click on the
Save
button.
Multiple households
Open the father's contact page.
Click on the
Edit Contact
icon
to edit his information.
Under the
Mail Label
field input the father's name (e.g.: John Doe).
On the right hand side, click on the
Parent Mailing Tag.
Click on the
Save
button.
Now edit the mother's contact page.
Click on the
Edit Contact
icon
to edit her information.
Under the
Mail Label
field input the mother's name (e.g.: Jane Doe).
On the right hand side, click on the
Parent Mailing Tag.
Click on the
Save
button.
Doing this at the time of admission can save time instead of trying to edit a list of contacts for a mailing.
Setting up a Parent Mailing Report
Click on the
Reports
button to get to the Report Building Screen
From the
Fields to Display
area select
Parent Mailing
Address 1
City 1
State 1
Zip 1
From the
Filter Criteria
area select
Individual
In the first text area select
Tag
Select the
Parent Mailing
Tag
Click
View Report
To print an exportable list see
Exporting Data