Question: When doing a mass e-mail, is there a way for the contact search to show all the e-mail addresses associated with a contact? Sometimes I want an e-mail to go to both spouses e-mail addresses. Right now it goes to the primary e-mail address, then I have to go in by hand to each contact and send the e-mail one at a time to the rest. It seems like there should be an easier way.
Answer: Yes, it would be nice if TOP PRODUCER Systems, Inc. made mailing to the second and subsequent e-mail addresses optional, using a check box. But, they have yet to implement this feature. You may continue to do what you are currently doing.
But, alternatively, you might consider this option. Make a second record for the spouse (this in addition to the primary record). In this second record, only put the primary and secondary names, the two salutations, the spouse's e-mail address, the exact same Contact Types, and a new contact type entitled "SECOND E-MAIL ADDRESS ONLY". Now, when you want to send a mass mailing, you choose a search by contact type, then select the Mass E-Mail menu option to select your template. Since both the first and second record will have the same Contact Types, they will both get a customized e-mail but each will include the joint contact salutation.. Should you desire to send a mass mailing but only have it go to the first e-mail address only, build a complex search which selects the Contact Type you desire plus Contact Types DOES NOT CONTAIN = "SECOND E-MAIL ADDRESS ONLY". This mass e-mail will send to everyone in your group with the exception the second spousal records. For individual e-mails, you may still select E-MAIL, MASS E-MAIL, select the TO option and search by last name of your contacts. Select both records (the first and the second). Draft your e-mail and send. One will go to the primary named person and one will go to the secondary named person. Each will be filed with the appropriate history file.