Apply defaults on spouse promotion
When a non-constituent spouse is promoted to constituent record the default settings for new constituent are not applied. In our case that means no default constituent code, salutation, addressee, or nickname. There should be a checkbox with the spouse promotion option to apply a default set.
Bruce Denis
shared this idea
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Karen C
commented
This would be really helpful for us too. I have to manually set the primary addressee/salutation every time I promote a spouse. It would be nice to be able to set a default set that I could just apply instead of spending so much time doing it one by one.
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Jacob Beck
commented
This would be incredibly helpful. Currently, because of this issue for us, receipts can't be printed properly for spouses who are upgraded to constituents. This would save a lot of headache and seems to be a fairly logical addition to the ImportOMatic software.
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Therese Morris
commented
This should be applied to any non-constituent relationship that is promoted to a full constituent. We add parent relationships to our students and then promote them to constituents. It would save a lot of time/clean up to be able to apply the default set.