Add ability to only add certain mapped fields to new records
We would like to be able to decide specific criteria only applicable for new records added, not existing. Similar to applying default settings to new records in Importomatic.
Examples:
-Add addressee/salutation styles to new records
-Only add constituent code to new record
-Only add preferred name to new record
31
votes
Kiana
shared this idea
-
Margot Rankinsburd
commented
I would love for OIC to only add the default Individual constituency code to new records, not add it to existing records. Our corporate, organization, and foundation records keep having an Individual constituency code added to them.