How to run a query of constituents with NO primary email addresses

Rebecca Moore

Is there a way to run a query for constituents who have at least one email, but none of them are checked off as primary? I've tried many combinations of criteria but I can't seem to get ONLY constituents who have no email checked off. It shows me constituents who have at least one that isn't checked off, but still includes ones that have a primary email address. There doesn't seem to be a way to say "Phone is Primary?" is blank either. 


The goal is to make sure everyone has one primary email address.


Thank you.

Dariel Dixon

I think you'll have to use a couple of different merges depending on how many email types you have.  When I tested it, the combination of ("Email Type Name" = NOT BLANK and Phone is Primary = No) gave me the results I think you'd be looking for.  However, I think the logic would be broken if you used more than one email type name.  Obviously, after you create one of these queries, it would be easy to change them for each of the email types you would be looking for, and then use a merge option.  Obviously, the number of merges you'll need to do will be determined by the number of email types you have. 

Rebecca Moore

Thank you!

JoAnn Strommen

I think Dariel Dixon‍ has the only way to do it.  BB needs to make some improvements on query for email.  For me in my database clean up, the difficulty becomes which one should be marked as primary. 


Best wishes on your project.


 

Alan French

It can be done with only one merge, regardless of the number of email types you have. Create one query for all constituents with an email of any type, create a second one for all constituents with a primary email, and subtract that from the first query.

Madeleine Holdsworth

I would simply query the constituents you want then take it to export.  In export you can easily choose the email type and the primary field (also the inactive field in the event both boxes were inadvertently checked - it happens).  In export you can have each email type in a separate column, followed by that email type's related primary and active flag.  Then just filter by the primary and inactive fields. It's faster.

Mark Guncheon

I agree with Madeleine. Plus with an export, you can get the phone import ID for the email which will help with importing the PrimaryIsPhone field.