Default in Lists for constituents without primary phone/email.

I recently learned that when you run a list and a constituent does not have a primary phone/email marked the constituent summary and resulting export may pull in phone numbers/emails that are linked to different constituent records. Without a primary, it will pull the phone/email that was FIRST associated with the record - even if that's from a different constituent record (i.e. - the foundation where the DAF is held). This is entirely backwards and this is never the logical number I would want in a list. It would be much better that the default is the last/most recent phone/email added/updated.

  • Guest
  • Jun 5 2018
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  • Jen Claudy commented
    July 23, 2018 14:57

    Yikes!