This data list shows all constituent emails.
Do not email reason code and date were added as custom fields prior to “go live”. With Service Pack 33, Blackbaud introduced the Do not email reason to CRM; Atlas continues to use our custom field, primarily because Blackbaud did not include the Do not email reason date. In Ad-hoc query, be sure to select the field Do not email reason (custom) instead of the standard field.
Good to Know
- You cannot end date the primary email
- Only active emails are displayed by default; click on Show former contact information to see inactive records.
- Conversion Notes:
- CRM requires a primary email. If you did not set one in RE, it will arbitrarily choose one to mark primary.
- Duplicate emails and emails with bad formatting did not convert
- If the RE email was marked as inactive, the CRM “do not email” checkbox was checked and the email comment pre-pended with “Inactive “
- If the RE email type description contains the words %bad%, %previous%, %former% and it is marked inactive, or if the email is inactive in RE, then set the end date to last changed date. NOTE: the primary email in CRM cannot have an end date, so if there will be no end dates for primary inactive or former emails
- No duplicate emails will convert (same type/same email)
- Note that non-constituents become constituents in CRM and bring along their phones and emails
- We added a customization to add a do not email reason, and this was populated during conversion
- BWH only: When email type = ‘bad email’, set type to ‘email’ and set ‘do not email reason’ = “Bounced”, When email type = ‘email opted out’, set type to ‘email’ and set ‘do not email reason’ = “Unsubscribed”, If an email has the “Inactive” checkbox or the “DNC” checkbox, DO Nothing. Convert without evaluating these fields.
- If a constituent has extra web addresses in RE links, these convert to constituent documentation / links
How Do I?