While we have a practice of not sharing constituent contact lists from our database, there are times when we might want to provide a specific constituent list to a close alliance for our own purposes. In a recent list share, we extracted all who have no mail and no contact codes in the constituent field of mailing restriction from the list. Since the three restriction fields (mail, phone and email) only allow one code entry, I am trying to figure out how to ensure that those who both do not want any postal mail from us as well as do not want their contact ever shared to be coded.
Do any of you track specific requests for Do Not Share Contact Info separately from these three restriction fields? If so, where? How do you handle restrictions that extend beyond the capacity of the three fields on the general tab of the constituent record?
Thank you. Laura
Hi, Laura:
We use several settings in TR_MAIL_IND (the system table that sets up the mail restriction drop-down menu):
· No List Trade [Automatically entered by a procedure that runs hourly for patrons with certain constituencies, if they don’t have a more restrictive mail setting already]
· No Mail/Customer Request [Manually entered by someone on our staff based on a patron’s request]
· No Mail/Marketing Limited [Entered online by patron]
· No Mail/Staff Inhouse [Manually entered by someone on our staff based on someone’s being on staff]
· No Valid Address [Automatically entered by a procedure that runs hourly if the primary address has a postal code of 99999 or the Street1 field is set to “No Valid Address”]
I track changing mail settings, when they are not automated, with actions of “Set Phone/Mail Preferences” in a customer service issue of the category Account Issue.
Lucie
______________________________ Lucie Spieler IT Development and Training Manager
Florida Grand Opera