Update the profile record with the latest transaction mailing address

Donors have an expectation that when they enter their mailing address in our donation form, their profile record will be updated with that most recently entered mailing address.

We shouldn't have to require them to go to the Self-Service Center to update their mailing address.

  • Guest
  • Aug 14 2015
  • Already exists
LO - Current Gen / Pain point
Area of the Product Database
Org/Company Name The Carter Center
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  • Guest commented
    December 05, 2015 01:03

    Thank you Ken! I will follow up with my team to make sure they are prepared for this change (they have been manually correcting profile records for a long time) and then will contact Support.

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  • Ken Cantu commented
    December 04, 2015 23:21

    Hi Kerry, should be the how current Luminate works. If your system isn't doing this please contact Support to explore if the following SDP isn't enabled for your site:

    CONS_UPDATE_WITH_BILLING_DATA:
    Determines donation form behavior and how constituent data is updated from the billing data. When set to FALSE, the physical address entered by a constituent while making a transaction will not update the constituent's profile unless there is no data in those fields. In this case, the system uses the donor name and billing address to update the profile. When this option is set to TRUE and the constituent is logged in, they can update their information (but not their email address) from the billing fields.

    Ken

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