User Support Forum

Is there a connection between the "Email contribution statement" options on the personal profile contact screen and the Integrated Data Entry (or Maintain Family Mailing LIst) screen? When I add new families, the email option is automatically selected on their personal profiles, yet not on the family-level screens. We didn't catch this, and accidentally sent a statement via email to a person who was pretty specific about NOT sending statements over email.

Is there a system default that I can select that automatically selects BOTH options (individual profile and family level), or NEITHER? Just seems goofy to have a mismatch like this, requiring you to go in and change one of the option selections no matter what the preference. Or is it me that's just being goofy and I'm not seeing something that I should??

Many thanks for the wealth of information you share!

GoodShepLuthChurch wrote:Is there a connection between the "Email contribution statement" options on the personal profile contact screen and the Integrated Data Entry (or Maintain Family Mailing LIst) screen? When I add new families, the email option is automatically selected on their personal profiles, yet not on the family-level screens. We didn't catch this, and accidentally sent a statement via email to a person who was pretty specific about NOT sending statements over email.

Is there a system default that I can select that automatically selects BOTH options (individual profile and family level), or NEITHER? Just seems goofy to have a mismatch like this, requiring you to go in and change one of the option selections no matter what the preference. Or is it me that's just being goofy and I'm not seeing something that I should??

Many thanks for the wealth of information you share!

I believe that Personal Profiles default to all the check boxes being checked. There is no system level default on this. You may want to add this requirement to the wishlist by sending an email to "wishlist@powerchurch.com". Precisely list the functionality you want to see, the reasoning behind it, and why this will save you and others time in performing your tasks.

Thank you very much! I'll write something specific up for the wishlist.

~Ann Taylor