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Address mapping for existing records

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  • CnP.Support.AM
    replied
    Good day @EPIKproject

    NO, it has to be done manually.

    Leave a comment:


  • EPIKproject
    replied
    Is there a way to retro actively copy alias info to the contact info and delete the alias or are those instruction only for moving forward?

    Leave a comment:


  • CnP.Support.AM
    replied
    Good day @EPIKproject

    In this case, it creates Alias under the main contact and you may manually overwrite the Alias information to the main contact: http://help.clickandpledge.com/custo...ticles/2346574

    Leave a comment:


  • EPIKproject
    started a topic Address mapping for existing records

    Address mapping for existing records

    Hello,

    When a donor that already exists in Salesforce, but doesn't have an address record, makes a new donation it's not updating the donor's record with an address. How to fix? Is it possible to extract the address from the latest donation and populate the contact address?

    I checked our mapping and it looks like the attached screenshot.

    thanks,
    Justin
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