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Attendee Information Fields No being added to Alias

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  • Attendee Information Fields No being added to Alias

    Only some of my Attendee Information Fields are being added to the Contact Alias. For instance I have Date of Birth mapped to "Birthdate" and Gender mapped to "Gender" but they are not showing up in the Alias in formation or anywhere else for that matter. Please advise.

  • #2
    Good day @Jason.Best:

    Alias information does not know what other fields are being asked for and in this release we don't touch the Contact Record.

    I suggest that you ask the questions in the form of Custom Questions to ensure all data is being collected in the manner you want. If the Contact exists the information will not update existing data and the Alias does not have all the fields that are customized in the Contact field.
    Regards,
    Click & Pledge Support Department

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    • #3
      So what fields are available in contact Alias? The setup allows the creation of as many fields as possible and lets me select mapping so I'm left with the impression that I can map as many as I want. Isn't that the whole point of contact Alias?

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      • #4
        Good day @Jason.Best:

        Contact Alias is designed to locate a contact based on the Billing Address provided with each payment. The fields are fixed as you can see by clicking on the Alias related list.

        Click image for larger version

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        The Alias information helps with identifying a contact if different emails or first name is used. Contact matching is based on the information available in the Alias & the Contact record.

        The biggest challenge we have with Salesforce is the limits imposed on the number of queries that may run and the processing time. While one can easily add unlimited fields one runs into query limits when there are a lot of contacts. For example running a contact matching query against an instance with over 200,000 contacts may easily run into problem if we are not careful with all that needs to be done with a single transaction.

        I hope the above helps with your issue. Let us know if we can be of any further assistance.
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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        • #5
          I get that there are restrictions on what can be done with SF. It would just be helpful to know exactly what will be coming over in every situation. Based on the seminars I attended and the documentation I read I had no idea that the alias only held those 9 fields. So to clarify, the only fields that will be "saved" if there is a contact match are the fields listed above. Is this correct? I would STRONGLY recommend that those be the only fields you allow on the Attendee Information Fields section. Otherwise whatever information the registrant enters will be lost forever unless they are new to the system. We will have to go back and redesign all of our registration forms as we have now LOST a bunch of data that our constituents tried to communicate to us through these forms.

          Is there any way to retrieve the data that never made it into SF? I'm guessing no, but it can't hurt to ask.

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