Set a mail preference for all mail types of a constituent

1. On the constituent’s record, select Communications under More information. The Communications page appears.

2. Select the Preferences tab.

3. Under Mail preferences, select Set all mail types on the action bar. The Set all mail preferences screen appears.

4. Select whether to send communications to the constituent.

   If you select Send, select the preferred channel and address type to use and whether to exclude the constituent from a communication when the preferred channel is unavailable.

   • For a constituent household or group, select whether to send to the constituent or to a member of the group or household.

   • For an individual constituent or a constituent household, if you select Mail, select whether to send to a seasonal address when applicable.

   • For an organization constituent, if you select Mail, select whether to send to the primary contact at the organization or the primary address of the organization itself.

5. In the Site field, enter the site at your organization to which the preferences apply.

   Note: Administrators can set up security access to constituents based on site. Any security settings your administrators established for the site you specify in the Site field take effect for this constituent preference as soon as you select Save.

6. In the Comments field, enter any notes about the mail preference as necessary.

7. Select Save. You return to the Preferences tab.