I am fairly new to RE NXT web but am used to CRM systems. Is there a way that I can change all the primary email addresses to just Email rather than all the other ones they have been put under?
@Jeannette Longworthyou will need to use RE dbview and export all the email with its import id (email/phone import id helps you identify specific email/phone record to make change to). then use the Admin > Import function to update them all.
@Jeannette Longworth Welcome to the community! You may also want to take a look at your table of Email types and clean those up, to help folks with their entry going forward.
@Aldera Chisholm Hi Aldera. Yes, I am on that and also on cleaning up the address and phone options. Individual voice as an option did make me laugh. ?
@Alex Wong Okay thank you, I'm not confident enough with NXT in either version to jump onto that just yet. Do you know if there is a training session on this?
@Jeannette LongworthBlackbaud does have classes that teach db admin task like global change and import. you will have to search in Blackbaud Campus (or University, whatever BB call it now)