CDM+ Essentials

How to Add an Email for a Donor Record

  1. From the Welcome to CDM+ window, click on Donor Records

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  2. Setup a find to search for the donor that you need. Then, click to highlight their donor record and then click on Individual from the left-hand side menu. 

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  3. This will take you to the Individual record that is tied to your donor and where you will add their email address. Click on Change from the left-hand side menu and click on the Email tab. 

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  4. Then, click on Add Email Address at the bottom left-hand corner. 

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  5. Next, assign a Type to your email and enter in the email address. Save all your changes in the upper left-hand corner. 

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  6. This email will now be saved for this Individual that is tied to your donor's Donor record. 

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