How to pull a list of Contact Records with No Name

Christine

March 18, 2020 18:00

When working in Member365, you will sometimes encounter Contact Records that have an email address but no name.

Image showing a sample Contact Record with no name.

There is no report or Dashboard Alert that pulls a list of nameless Contact Records. You will need to consult the following steps if you would like to view a list of Contact Records with no name in your system!

Export a List of All Contacts

1. From the Member365 Administrator Dashboard, click ‘Lists’ from the bar at the top of the page.

2. Click ‘Create a Custom List’ on the page that follows.

Image showing the 'Create a Custom List' button.

3. Name your List and opt to Keep it Private, then click ‘Continue’.

Image showing that we named our list 'No Name Contacts' and that we are keeping it private.

4. Do not add any filters to your List. A List with no filters will contain your full set of Contacts.

Scroll down and click the button labeled ‘Export to Excel’.

Image indicating the 'Export to Excel' button when building a custom list.

5. When prompted, select ‘Email Address’ and all Name-related fields [First, Middle, and Last] from the ‘Export to Excel’ window, then click the ‘Download’ button.

Image indicating the 'Download' button when Exporting to Excel, and showing that we have selected to pull 'First Name', 'Middle Name', 'Last Name', and 'Email Address' from the list of fields to pull.

Find Contacts with No Name

6. Open your Excel File and select everything.

Image showing a sample Excel File with everything selected.

7. Click the ‘Data’ tab from the top of the Excel Window, then click ‘Sort’.

Image indicating the 'Data' tab and the 'Sort' button from within Excel.

8.Sort by the firstName column [Column A in our example], then click ‘OK’.

Image showing the sort prompt in Excel.

Note

Sorting by First Name should be enough.

If, however, you have Contacts who have Last Names or Middle Names but no First Names, then sort by those additional columns as necessary.

9. All Contacts who have email addresses but no names will now be grouped together in your Excel File! Look for where the Name columns are all blank.

Image showing a sample Excel File where the entries whose first three columns are blank are all grouped together.

Congratulations, you now know how to pull a list of Contacts in your system who have email addresses but no names!