We have just installed Omatic and are learning the ropes.
We are looking at customization to build the proper hierarchy within our education records. More specifically, ensure that the correct record is marked as "Primary".
For example: the constituent already has an associate's degree marked primary.
Later...the alum receives a bachelor's degree, which is now the primary degree, and should be marked as such.
Is anyone using a custom part, and if so, has it been successful?
Is anyone NOT using a custom part? If so - how is the processing done?
Please and thank you!