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Controlling how contact information is updated?

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  • Controlling how contact information is updated?

    Is there a way to control if new information (phone, email, address, etc) coming in from a transaction will overwrite existing data in an existing contact in Salesforce? Right now nothing from C&P transaction seems to overwrite existing data and we'd like to change that.

    Thanks!

  • #2
    Good day!

    What version do you have? In the current version we do not update anything - the new information creates an Alias.

    May I ask what version do you have installed?
    Regards,
    Click & Pledge Support Department

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support- read more: https://support.clickandpledge.com/s/article/general-information-live-support/

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