Email Type - Global Change?

Alicia Fisher

I am new to Raiser's Edge and working my way through the database. I have come across an issue and I am not getting clear information of if it is possible, I see it being possible for phone numbers.

I would like to send out my membership emails through the NXT email platform instead of OLX but not all email addresses are checked off as primary. Is there a way to globally change this to check off all emails in our records to primary?

Or is there a way to ensure all emails get sent regardless of this being checked off in RE Database?

The static lists are already created and used in OLX and I understand how you bring it all over it is just the email type that I am stuck on as the database is not completely set up identically for each profile and this database has been being used for several, several years.

Our organization also uses ImportOmatic and we have templates set up for our membership lists, is there an option I can add to our import list to automatically check this primary email box off while importing data?

Thanks for any help or direction ?

JoAnn Strommen

Alicia, some of your questions can be answered in the knowledgebase.

How to globally mark phones as Primary

Do email addresses need to be marked as Primary to send email from RENXT

I have used OM and you should be able to have primary box checked in your import.

Neville White 2

Add ‘True’ as a static field in ImportOmatic profile and select Email \\ Is Primary and apply to email address

Sunshine Reinken Watson

You can use the “Mark Phones Primary” plug-in to globally mark phones primary. I use this routinely.