Product: ImportOmatic
Description: This solution describes how to share and link addresses from existing constituents to newly added constituents.
Environment: All
Version: All
Answer: This may be done with check box options within the IOM profile.
Description: This solution describes how to share and link addresses from existing constituents to newly added constituents.
Environment: All
Version: All
Answer: This may be done with check box options within the IOM profile.
- Open the IOM profile.
- Highlight "Relationships" in the left hand profile navigation pane
- You will see a section labeled "Address Linking Options"
- You may select the check box for "New Individual Relationships: Copy Constituent Address to Individual"
- Once the above listed option is selected, the "Link Both Addresses" check box will become active, you will select this check box as well.