We've just sent out our gala invitations and we've started to receive a good deal of them back because of wrong addresses etc. Last year we went through updating the contact permissions for each person we got a return-to-sender invite from. Obviously, this was a huge undertaking and took our whole development team weeks to complete. Is there a way to bulk update the contact permissions for a list of constituents? My team and I would love an alternative to updating individual records for a month.
I'm also wondering about bulk updating contact permissions. In our situation, not for bad addresses but for people who have said "don't contact me with this type of thing in this way" (e.g. don't solicit by phone).
As I currently understand, this has to be done in SSMS. However, there's no row entry if a person's specific contact point permission type is N/A (not asked). So you have to query the existence of the record (e.g. if it was ever set to "Yes" or "No"), then update where there is a result, or insert where there's not a result. Also factoring timestamps.
A utility would be more user friendly.
I had submitted an idea to the network for having a utility to update contact permissions, similar to the utility that updates contact point purposes. During telefunding/telemarketing pushes, some call centers inform our organizations of patrons who do not want to be called. In those cases, when it is a flat "do not contact me this way", it would be great to have a utility to update those in bulk, rather one at a time. Link to idea for a utility is below if you want to upvote it.
https://community.tessituranetwork.com/ideas/i/ideas/create-a-utility-to-update-contact-permissions-in-bulk
Best,
T.C.
Voted! Thanks for sharing your link.