Setting a Profile to Receive Communication for Member

Introduction

In the Primary Relationships panel of the member's profile (in the Profile View screen), you can relate other profiles to the member, and choose between: Main Contact, Editor, Receives Communication, or Billing Contact. Receives Communication means that the related profile should receive any general communication that you send to this member. While there can be only one main contact and one billing contact, there can be more than one communication receiver.

In this article, we will cover how to edit a related profile to receive communication, and how to relate another profile (existing or new) to receive communication.

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Setting a Related Profile

If you want to edit a related profile to receive communication:

1. Find and open the profile.
2. Scroll down to the "Primary Relationships" panel.
3. Click Manage All.
4. Next to the profile(s) that should receive communication, place a check in the Receives Communication column. The change will automatically save.

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Relating and Setting an Existing Profile

If you want to relate another existing profile to the member and set it to receive communication:

1. Find and open the profile.
2. Click Relate an Existing Profile.
3. Type in the name or ID of the profile that should be related and set up as the receiver.
4. Next to the profile, click Select.
5. Place a check next to Receives Communication.
6. Click Save.

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Relating and Setting a New Profile

If you want to create a new profile, relate it to the member, and set it to receive communication:

1. Find and open the profile.
2. Click Relate a New Profile.
3. Choose between Organization Profile or Individual Profile.
4. Enter the name and any other desired information.
5. Place a check next to Receives Communication.
6. Click Save.

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