User Support Forum

I have about 50 members that want to receive emailed contribution statements. However every account is set for emailing contributions. Is there a way to reset all the accounts to have the option deselected? With over 600 accounts, it'll take a while to get it all setup correctly. Also, is there a way so that new accounts will not be selected for emails?

RobG wrote:I have about 50 members that want to receive emailed contribution statements. However every account is set for emailing contributions. Is there a way to reset all the accounts to have the option deselected? With over 600 accounts, it'll take a while to get it all setup correctly. Also, is there a way so that new accounts will not be selected for emails?

Unfortunately, to both questions the answer is no.

There is no default settings for the email checkboxes but Checked. Unfortunately, this is going to be a training issue that will need to be taught when people are being trained to enter new profiles; to always UNcheck those boxes.

That said, in v10 if there are no email addresses listed in the Personal Profile (or in v11 the Personal Profile & Family Mailing List records) no emails will be sent as there is no destination for the system to send it to.

FWIW, the easiest way to fix this problem in v10, is to open the Personal Profiles module, then go through the profiles using the Next button and unchecking the Email Contributions checkbox, then saving. It really can take less time than you think. Trust me, I've had to do it

In v11, you really need to go through both the Family Mailing List, and the Personal Profiles to uncheck the boxes. However, as I mentioned, if there are no email addresses listed on the Family Mailing List, or the Personal Profile, you really don't need to do anything with those records.

What I would do first is run a report in Contributions to see which profiles are setup to get emailed statements, then work from there. There may be fewer than you think.

Thanks. It doesn't make sense not to have a simple feature like resetting a field nor does having the box checked as a default. After 20 minutes I'm up to the C's, it's going to be a long night. Thanks again.

RobG wrote:Thanks. It doesn't make sense not to have a simple feature like resetting a field nor does having the box checked as a default. After 20 minutes I'm up to the C's, it's going to be a long night. Thanks again.

Actually, if you have v11, you can run an Email Report from the Contributions Reports module that will list the people who are set to get emailed statement using either the email address on the personal profile, or the email address on the Family Mailing List profile.

Then you'd only have to uncheck the ones who don't want the emails.

Unfortunately, resetting the field would involve doing some work in the Database Manager, and that can cause issues for people who are not familiar with SQL.

As far as having a default setting of unchecked, I seem to remember having that conversation a few years ago. Its six of one, half dozen of the other it seems. If you're entering an email address, you then can uncheck the boxes (or leave them checked) as you want. However, if you're not entering any email addresses, it doesn't matter anyway, as I mentioned, nothing will be sent out.

Hope this helps.