Ability to match relationships to existing records
My formula adds relationships as non-constituent records, rather than matching to an existing constituent record. We import a lot of relationships as an organization and it's important that they are linked to the existing constituent record in RE NXT! I've tried mapping the System Record ID, the constituent ID, the exact name, nothing gets through. We really need it for new constituent records from import, as well as updates to existing constituents.
0
votes
Jane Mara
shared this idea
This feature has been released. Omatic Cloud now has the ability to search for both full constituents and non constituents when matching a relationship.
You can find more information here: https://omaticsoftware.freshdesk.com/support/solutions/articles/28000023286-how-to-configure-and-process-related-records-in-raiser-s-edge-nxt