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Do not promote non-constituent records
1 Comment
Hi Anna,
Thank you for this idea! Would you tell me a bit more about this? Would you want all formulas to add the non-biographical data to the head of household record, or would it depend on the formula? Also, if this feature was turned on, would you want those records to go straight to the Ready Bucket, or would you want to review them first?
Best,
Kristen
Product Manager
Help Desk Software
by Freshdesk Support Desk
Anna Scholten
When matching to a non-constituent spouse record, we would like the ability to NOT automatically promote the spouse record to a full record. We would like to add the non-biographical data to the head of household record.
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