Best Of

@Amy Bridges I would also say to just add Is Primary? in the export and that way you can sort everything by Primary. Like JoAnn said, I would separate out each different phone type that way you have each one in its own column, since phone types are one to many fields. As in my case below I would have Email together, Email 2 together, Assistant Email together and when I pull over Email 3, those will be together.

@Laura Marcinkowski I think the business rules you are talking about would be the consent module. Unfortunately, while those can be used in giving forms and event registration forms, email marketing does not have that option.

Here is an idea for that, there may be others.

Starting a new CRM and noticing many names without titles (Mr., Ms., etc.).

Do you make “Title” a required field on donation forms? What are your best practices for collecting this info, especially for gender-neutral names?