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Please submit all product enhancement ideas below. We welcome your feedback; your ideas will be reviewed by the Product Manager that oversees the development of that part of the product on an ongoing basis and updated with its current status monthly based on our product planning process. Ideas you submit could help us shape features currently in development or grow our repository of requirements for our next big enhancement. Thank you for taking the time to share your thoughts and expertise with us.

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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.

  • Kerry Meyers
  • Aug 14 2015
  • Already exists
Area of the Product Database
Org/Company Name The Carter Center
  • Attach files
  • Admin
    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

  • Kerry Meyers 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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