Add Relationship Attributes
We would like the ability to send relationship attributes through Omatic Cloud to RENXT.
3
votes
Anna Scholten
shared this idea
Emily Dalton
responded
Hi Anna, In RENXT, if you add an attribute to a relationship, it requires that relationship to be a full constituent. This is a bit different than how relationship attributes functioned in RE7. By mapping relationship attributes through RENXT, would you be okay with those records automatically being promoted to full constituents? Best, Kristen
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Tom Dickinson
commented
This is important to some of our current workflows in ImportOMatic so we would like to see it implemented in Omatic Cloud.
Our use case is with Org Relationships, and only with a full constituent, so Emily's question from her 2/13/2023 comment doesn't directly apply to us. But I'd think the ideal solution would be to let the user determine when setting the import up how the issue ought to be handled (for instance, whether to promote to constituent or to route it to Needs Attention)