Allow choosing of email/phone type when matching records
I know that we can set it to create a new type (email 2, etc) but ideally I would like to be able to choose every time which type the new phone/email will go under. The major reason for this is Spouse Email. If we import a transaction from a spouse with their name and email the spouse is matched correctly, but their email is set as the new default email for the whole record instead of being put in "spouse email".
Basically we want to be able to treat emails matched by spouse records differently than ones matched to the primary record. This is specifically for parasitic spouse records.
Mike C. commented
Will this ever be addressed in a future release?
What we really need is a WYSIWYG chooser to set hirearchy of email/phones to specify which one is "primary" and what order old phones should be moved to. That way you could customize it to your own list.
Joshua Jackson commented
I like the idea of Email, Email 2, Email 3, etc..., but our database is set up with Email (Primary) and Email (Secondary).
Not being able to specify the old address being moved to Email (Secondary) is unfortunate.
That means that we have to overwrite the main e-mail address, exception the record and manually update it, or change our database (maybe that's the right way, but we have a lot of records).
Regardless of our database design, being able to logically separate home, work, etc... is important (Email, Email 2, Email 3, etc... isn't logical).
Teresa B. commented
We are going through training as well and this is one of the feature I asked. We would also like to see flexibility in changing phone and email types during address processing. We don't want to to override what we have in our database but instead assign a new phone or email type to the record.
Gina Stewart commented
I agree with this. We have to choose a phone/email type for the import to link to. If there is already one in that field you can have it add a new phone type of like Home 2, Home 3. However, it would be more useful for us to be able to choose what phone type it will use if there is one of that specific type already being used. For example, with our files we get from the university on the graduates we import the phone # as home. If someone is already in RE and has a home #, I would like it to go in as Alternate. To be able to choose an order in the profile, or even a step when you are importing to choose the phone type would be great and save us extra cleanup when it is all done.