Hi Brent,

Thanks for all the information, it was very helpful. We tested the LO plugin in Release 7.96 and it works just as you described. We are going to present this solution to the processing team next week, although we are probably at least two months away before upgrading our production environment out of 7.93. We still have phone and email clean-up to finish in RE and programming changes to the data warehouse before we can upgrade to the new structure.

We also hope that in the future, there will be an enhancement in the LO plug-in which will allow us to save the new email address and phone numbers, and specify the type right in the plug-in, which would save a few steps each time.

Thanks again,

Carla

Thanks for the follow up here! Please let me know how things go when you test this in your test environment. I assume you'll be upgrading to 7.95 soon? If so, we released some additional capabilities that you'll need to evaluate around Business Rules for Contact Information.

Thanks again!

Brent

Thank you Carla for digging deeper. Looping in our RE Admin.

All the best,
Monica Hoo, M.P.A. ‘12, M.A.L.S. ‘16
Director, Online Communications - Advancement System Services
University of Miami
305-284-4306 Office
305-240-0906 Cell
305-284-6869 Fax
mhoo@miami.edu
www.miami.edu

[UM-logo]

Good morning,

I reviewed the feature release docs and if I understand this correctly, it does appear that we will have the option to save new email addresses as a separate email address on the constituent record in the plug-in, rather than over-write the existing email addresses. I believe this is the first time we’ve been presented with this solution.

Since we are still on RE 7.93, it is hard for me to understand the steps exactly, as this solution is directed at RE v. 7.94. But perhaps we’ll be able to test this soon in our test environment.

Carla

P.S.
With the help of BB LO Support we did review and test the 2 options you presented. Neither worked for us.

All the best,
Monica Hoo, M.P.A. ‘12, M.A.L.S. ‘16
Director, Online Communications - Advancement System Services
University of Miami
305-284-4306 Office
305-240-0906 Cell
305-284-6869 Fax
mhoo@miami.edu
www.miami.edu

[UM-logo]

Hello Bret,
Unfortunately, both the proposed solutions below require us to reject email and phone number or overwrite the existing RE data when processed. The alternative is to copy the new information into Notepad, then enter it on the “Open” record. We do not want any data leaving the BB product screens. This would also have to be done to every continent coming in through RELO plugin and it leaves to much room for human error.

Looping in the rest of my team to chime in as well, in case I missed anything.

All the best,
Monica Hoo, M.P.A. ‘12, M.A.L.S. ‘16
Director, Online Communications - Advancement System Services
University of Miami
305-284-4306 Office
305-240-0906 Cell
305-284-6869 Fax
mhoo@miami.edu
www.miami.edu

[UM-logo]

Thanks for all the votes for this idea! I think there are two existing capabilities in the Luminate Online Integration tool that will support what is being asked here. The feature that most closely aligns with processing email and physical addresses can be found in our feature release docs here. If that doesn't solve the problem, there's another option that will allow you to "process and open" the record. Once the record is open, you can make any necessary changes to it.

I hope you find these suggestions helpful. Feel free to reach out if this suggestion misses the mark.

Best,

Brent

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