Pulling a list of Primary Emails from a list of Constituent IDs

Options

Hi! I am wanting to pull a list of primary email addresses from a list of Constituent IDs. Has anyone accomplished this?

Comments

  • @Veronica Bellocci Hi! Is this in relation to Raiser's Edge NXT? If so, I'll move it to that discussion forum. Thanks!

  • @Crystal Bruce yes it is, thank you

  • @Veronica Bellocci, to do this you need to use Export. Since Export has not been released in webview yet, you'll need to perform this function in database view.

    1. Create a query (either in webview or database view) of your constituent IDs. Use “Constituent ID one of”.
    2. In database view Export, use Phone “Criteria” to export one column ordered by Primary phone type.
    21ce955c955c902d23fb8d1e69abb7c1-huge-im

    3. This will also output an email for constituents who have no email marked as primary. If all donors in your database have a “primary” email, this is not a problem. However, if you have donors with no email marked primary, you will need to also output the field in export: “Is primary?” This will give you a true/false column that you can then sort in excel.

    fbb06bac8e56762527131129c8ec19f1-huge-im
  • JoAnn Strommen
    JoAnn Strommen ✭✭✭✭✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic

    @Veronica Bellocci @Faith Murray has the answer. I'm going to add a bit.

    If you have more than one email address on records and some of your primary may be one type and some another in the criteria box pull over to the right panel all the relevant types. Leave the export as 1 but change the order by to ‘Descending.’

    This has work for me to pull the primary when it could be any one of 3 emails on the record.

Categories