Creating Constituent Record from Matched Spouse : Omatic Support

How can we help you today?

Start a new topic

Creating Constituent Record from Matched Spouse

Patrick Manning

started a topic almost 9 years ago

When importing new records, if a spouse record is matched to the new individual, can that spouse be matched and have a record created for that spouse? The link between spouses would not be broken and all of the relevant data would be imported into the newly created individual record.

1 Comment

Tiffany Theissen

said almost 9 years ago

Hi, Patrick,

Pages 39-41 of the most current User Guide explain the options for creating records for Individual Relationships. The User Guide can be downloaded here:

http://omaticsoftware.com/Forums/tabid/108/aft/151/Default.aspx

Please send an email to Support@omaticsoftware.com if you need further clarification.

Thanks!

Tiffany