We’ve received reports from clients about their Communication Wizard not showing all selected client records. This is most likely the result of a new 2019 setting for Allow Email Marketing. If this setting was not turned on after upgrading to 2019, it may cause some client records to not appear in the Communication Wizard. See below for instructions on setting up the new feature.

During the 2019 release, we informed you on our blogs and release notes that the Do Not Market checkbox on Client records was being split and renamed to three Allow Marketing checkboxes. This change was added in response to Privacy Laws changing around the world (e.g. the GDPR in the EU).

Click here to read the 2019 Release Notes – Scroll to the “Client Marketing Checkboxes” section.

If Privacy Laws in your region allow it, please go to Maintenance > Preferences > Company Preferences > Clients tab. Set the Allow Marketing checkboxes to automatically check on any new client records. Make sure to verify with the laws in your region that this will keep your business in compliance.

For any clients that were created after the 2019 release and were not checked to Allow Email Marketing, here’s how to mass-update the new checkboxes for them:

1. In the Clients hub, pull up the Clients, and make sure the Client Number column is added.
2. Click Export to Excel in the ribbon – Save it as a .XLS.
3. In the Excel file created, add a new Column for Allow Email Marketing, Allow SMS Marketing, and Allow Phone Call Marketing – set any you want checked to TRUE
4. Save the file.
5. In Stratus/Spectra, go to Utilities > Import Clients.
6. Select the Excel file you modified.
7. On the screen to drag and drop headers, ONLY use the Client Number, Allow Email Marketing, Allow SMS Marketing, and Allow Phone Call Marketing columns.
8. On the following page, do not check for duplicates.
9. On the following page, check the box to Update Existing Client Records based on Client Number.
10. Finish the Wizard and it will update those boxes for all Clients in the Excel file.

At this point, they should now appear in the Communication Wizard again.