Adding an alias when the name does not match :

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Adding an alias when the name does not match

Arlette Slachmuylder

started a topic 3 months ago

The built in BBCRM constituent update has a feature to be able to add an alias rather than updating the name fields on a constituent when the name fields do not match. This is important to us, as we would not want to lose any name information on an individual, if they chose to enter a nickname or some different name to be used, in terms of being able to research and properly have a complete picture of a constituent.

2 Comments

Ryan Montgomery

said 2 months ago

Hi Arlette,

This is a great idea! Can you think of any other use cases where you'd want to update the mapping based upon the destination values?

Best,

Ryan

Sharifa Owens

said 2 months ago

Reply from: Arlette Slachmuylder

It would be great to have all the same options that you have when doing an update in BBCRM.

This includes:

Adding an alias when the name does not match
Making the existing address/phone/email inactive (i.e. updating the end date on the former record)
Add as a new address/phone/email only if the types do not match