We've just realized that if a matching address exists but it is not marked as Preferred IOM does not automatically mark it as preferred for us. If the address is above our similarity score we never see and can't update it manually. There doesn't seem to be any settings to cover this scenario yet so we have found a solution using virtual fields and wanted to share with others.
We added the following virtual fields to all of our imports:
Field Name: Yes Record Type: Constituent Address Field Value Type: Send Mail to this address Function: Static Field
Field Name: Home Record Type: Constituent Address Field Value Type: Address Type Function: Static Field
Field Name: No Record Type: Constituent Field Value Type: Is Inactive Function: Static Field
Field Name: No Record Type: Constituent Field Value Type: Has No Valid Address Function: Static Field
Sandy Fiddis
We've just realized that if a matching address exists but it is not marked as Preferred IOM does not automatically mark it as preferred for us. If the address is above our similarity score we never see and can't update it manually. There doesn't seem to be any settings to cover this scenario yet so we have found a solution using virtual fields and wanted to share with others.
We added the following virtual fields to all of our imports:
Field Name: Yes Record Type: Constituent Address Field Value Type: Send Mail to this address Function: Static Field
Field Name: Home Record Type: Constituent Address Field Value Type: Address Type Function: Static Field
Field Name: No Record Type: Constituent Field Value Type: Is Inactive Function: Static Field
Field Name: No Record Type: Constituent Field Value Type: Has No Valid Address Function: Static Field