Report 58 – email addresses question

    • September 25, 2019 at 8:08 am #3158
      Lynda Gernon
      Participant

      There are 3 email address fields listed in report 58: Email address 1, Email Address 2, and Email Address 3. Email Address 1 appears to be the portal email address, Email address 3 appears to contain the profile field email address 2 and I’m not sure where Email address 2 comes from. What fields are these email addresses in report 58 pulled from please?

    • September 27, 2019 at 7:09 pm #3200
      James Noronha
      Keymaster

      Hi Lynda,

      This question is actually related to another on the new Report 13.

      Originally we had provided instructions that gave you email address 1, 2 and 3 respectively and allowed you to use those as you may. However as it turns out that was a bit erroneous on our part.

      The Membership system is closely linked to the Donations Management System (as they are all contact management systems). However Ontario is only using the Membership system at the moment.

      What we hadn’t properly realized was that Email 1 – is the Portal Address, Email 2 is the Donor Profile Address and Email 3 is the alternate address (if a user had one).

      When Membership Report 13 was updated that became apparent because with all the other updates, there was a clarification on the fields (that was requested by all the chapters using the donation system) which caused some confusion on our end.

      We are in the process of correcting that in bulk for everyone to avoid the confusion. Therefore if Data Admin (quite rightly and through no fault on your end) used Email 2 as an alternate address, we’ll be bulk moving those addresses to the Alternate Address field. If both the Email 2 and Email 3 field are in use we’ll be flagging those records and will get back to you to figure out how to reconcile that situation. We’ve put in a request to make sure that Report 58 and Report 13 match up accordingly, which should help there too. Apologies for the confusion.

      James

    • September 30, 2019 at 8:02 am #3353
      Lynda Gernon
      Participant

      Thank you James. I will stop instructing people to use email address 2 and that the portal email address is the primary contact, with email address 3 being the alternate contact.

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