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Contact Emails
Authored by:
on 1/30/2024 11:24:00 AM

Introduction

CharityEngine® provides an easy way to search all contact email addresses. Contacts can have multiple email addresses in CharityEngine®, so this search allows you to search on primary and secondary emails.

Instructions

Click into the Contacts section. Under Organizations & People, click Emails.



The Emails screen will look like the sample screen below. Use the basic filters to find the email you are looking for.



In the top right corner is a list of options.

Open the Advanced Filters tab to create a more detailed search within existing email records.





Click Create New to add a new email into the record.




Under the More menu, clicking on will redirect you to the Data Jobs wizard in the Automation & Workflow section of CharityEngine®. The “Import To” field box will automatically populate with the contact Emails section.

For more instructions, please see the article on the Data Jobs wizard.




To manage a currently existing listing, hover over the three dots to the right of any listing and click Manage. Click Delete to delete the listing.



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