How to Add New Data and Keep the Mailing History
To add a new address to a contact record and keep the old one, this is the step-by-step process:
1. Navigate to the corresponding contact record that you would like to edit via Contacts > Search Contacts.
2. Search for the record and click on it.
3. Click on ‘Edit’.
4. Click on ‘Add’ under the section for Addresses.
5. Enter in the new address and click on the Primary checkbox.
- User Tip: Ensure that you do not click on Remove. If you do, click on Cancel in the upper right-hand corner of the screen and restart at Step 1 of this section
6. Change the Address Type dropdown for the original address to Old Address and mark it as a Bad Address.
7. Click on ‘Save’ in the upper right-hand corner of the screen.
To add a new email address to a contact record and keep the old one, this is the step-by-step process:
1. Navigate to the corresponding contact record that you would like to edit via Contacts > Search Contacts.
2. Search for the record and click on it.
3. Click on ‘Edit’.
4. Scroll to the section for Email Addresses.
5. Click on Add, enter in the new email address, and click on the checkbox to indicate that it is the primary email.
User Tip: Ensure that you do not click on Remove. If you do, click on Cancel in the upper right-hand corner of the screen and restart at Step 1 of this section.
6. Click on ‘Save’ in the upper right-hand corner of the screen.
