How to run the Mark Phones Primary plug-in How to globally mark phones as Primary How to globally mark phones as Inactive How to globally changes phones from Inactive to Active
The Mark Phones Primary plug-in is a new plug-in for version 7.94. After the database is updated to version 7.94, users will be able to use this plug-in to mark the phone types they wish to be marked as Primary on the constituent records. Blackbaud does not make assumptions on which types should be considered primary because that definition will vary from organization to organization.
Phone information that was saved on the non-preferred address in versions prior to 7.93 is automatically marked as inactive when updating to version 7.94. This setting can also be globally modified by running this plug-in after the update.
The Mark Phones Primary plug-in allows users to select a query of constituent records and modify the Primary and/or Inactive status for specific phone types in the database, based on the records included in the specified query.
There is no need to install this plug-in. This plug-in is automatically included when the software is updated to version 7.94.
To run the plug-in, create a query of the records that you would like to update and follow the steps below:
1.Go to Plug-ins and locate the Mark Phones Primary plug-in
2.In the query field, select the query that contains the records you would like to edit
3.Choose the desired Phone Type
4.Choose the action to take for the Primary Status field for the Phone Type selected in Step 3 (Mark Primary, Unmark Primary, or Take No Action)
5.Choose the action to take for the Inactive Status field for the Phone Type selected in Step 3 (Mark Inactive, Unmark Inactive, or Take No Action)
7.Prompt will appear letting the user know that the process completed successfully