This article explains how to set up multiple households for contacts, such as parents, by assigning a unique Mail Label and Parent Mailing Tag to each.

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No specific BestNotes permissions are required.

Setting Up Multiple Households for Contacts

This process ensures that each parent can be associated with a distinct mailing label, which is particularly useful for mailings at the time of admission.

  1. Open the father's contact page.
  2. Click on the Edit Contact icon to edit his information.
  3. Under the Mail Label field, input the father's name (e.g., John Doe).

  1. On the right-hand side, click on the Parent Mailing Tag.

Mail Label field

  1. Click on the Save button.
  2. Now, edit the mother's contact page.
  3. Click on the Edit Contact icon to edit her information.
  4. Under the Mail Label field, input the mother's name (e.g., Jane Doe).
  5. On the right-hand side, click on the Parent Mailing Tag.
  6. Click on the Save button.
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