Sorry to reply to this so late, I didn't get a notification of a reply.
My import file only has "Jane Doe" as the donor with her email address. Import-o-matic correctly identifies her as John Doe's wife (with the little ring icon in the matching window).
I would like to have the email type of the imported email be SpouseEmail when I select a spouse record/relationship. Instead of "email" which seems to be what it sets the type to now.
Is there a setting somewhere to let me choose the phone type of a spouse match instead of a normal match?
Somewhat related to this. Is there a way that I can automatically move the previous email address to "email2" (or email3, etc.) when I match a new email to a record? Currently is just seems to overwrite whatever has the "email" type.
almost 9 years ago
Hi Wayne, Just to clarify, is John Doe in your import file? If so, so long as you have "Spouse Email" listed in your phone type table, this should import to John Does record. In your IOM mapping, you should have the record type as "Constituent Email - Address" and the Value Type as "Spouse Email." Let our support team know if you need further clarification. Many thanks, Stephanie Johnson