I'm not sure if this is just something that I noticing now or it's new but I am getting spouses overwritten :(
Here is the situation
I import a gift from John & Jane Doe
First Name: John
Last Name: Doe
Spouse First Name: Jane
Spouse Last Name: Doe
In RE I have a record with Jane Doe as the primary and John Doe as a non-constituent spouse
When I import the file IOM pops up a choice of matching to John Doe/Jane Doe (with little rings) or Jane Doe/John Doe so I pick the one with rings since it lines up correctly.
But now when I open up the record it now says John Doe & John Doe :(
Also, it doesn't give me the pop-up about changing the bio fields on the spouse record. Maybe I am missing something?
I've been noticing the same thing lately. I was going to do some investigating next month once things got back to normal around here. I'm glad I'm not the only one having this issue.
That's a fair question. We recently addressed this issue, and added some new options, in a version to be released early next month. Here is the new setting we added, along with a description of the functionality from the documentation:
When the record mapped as the constituent has more than bio/address info and is matched to a non-constituent spouse
This option applies when importing a record that is mapped as the constituent in the import file and the data includes more than basic bio and address information, and that record is matched to an existing non-constituent spouse.
For example, your database includes Robert Hernandez as a constituent and Wendy as his non-constituent spouse. Wendy Hernandez donates online. When you import your online donations, Wendy is imported as the constituent along with her gift information. During the import, you match Wendy to her existing non-constituent record.
Treat the data row as an exception
If selected, the row will be treated as an exception for you to manage later.
Promote the spouse to a full constituent
If selected, Wendy’s record will be promoted to a full constituent and a new gift will be added to her record. Select the option to Soft Credit for spouse’s gifts to have Robert’s existing gifts soft credited to Wendy at this time.
The info we are referring to by "Bio/Address Info" is anything that can be written to the non-constituent relationship record, such as name, alias, address, phone, email, etc while keeping that record a non-constituent.
Any other data (gift, membership, etc) requires that the record be a full constituent. So we added the option is to promote the non-constituent spouse to a full constituent in order to import the data to his/her record. The other option is to create an exception.
Previously, this data wrote to the full constituent spouse, even though that is not how it was mapped for the import (for example, if Wendy was mapped as the constituent along with gift information, the gift was not written to Wendy's record; this resulted in Robert being recognized as the donor even though Wendy gave the gift.)
Posted By Sue Edward on 24 Mar 2015 11:34 AM
Do you still prefer an option when matching to a non-constituent spouse record that it only write bio/address info the the non-constituent spouse and write all other data to the full constituent?
In the organization I'm with, wives DO NOT get constituent records (unless there is no knowledge of the husband).
Any gifts, from the spouse, are attached to the main constituent's record.
I would be interested in having this, as an option.
We are in the process of adding patient data into our database, and there will be many that match to non-constituent spouses. I'm testing the file right now, and while the profile is identifying the non-constituent spouse, it is not promoting them, even though I have that option selected in the profile.
Am I correct in understanding that having certain criteria in the import file will trigger the promotion of the non-constituent spouse? Currently, we are only adding bio/address information and constituent attributes. It sounds like we do not have the data trigger in the file to make the promotion happen.
I'm thinking our only other options are to treat them as exceptions and do them manually in the future (not ideal), or to attempt to promote all of our living non-constituent spouses using the elevator before embarking on this import. Our initial import file will be over 100K records and then will be maintained weekly at about 100-200 records.
What version of IOM are you using? We found an issue where importing attributes to the non-constituent spouse was not promoting the record when it should. That was fixed in 18.104.22.168 so if you are on an older version, updating to the latest should fix this for you. Please let us know if that solves your issue.