Home Phone Merge field pulls invalid phone number

The home phone merge field on the Directory Profile Page pulls end dated former phone number from CRM and displays it on the profile page.
We are currently evaluating this issue for a fix in a future service pack.

Steps to Duplicate

  1. In CRM click Constituents/Add an individual.
  2. Click contact/ Under Phone numbers click add.
  3. Select the type of Home and add any number.
  4. Click Add Phone number make the type anything but home and mark as primary.
  5. Edit the old home phone number and add an end date.
  6. Click education/Add.
  7. Select the correct school as Educational institution and Graduated as the Status.
  8. In BBIS click Site explorer/ Pages & templates
  9. Select Alumni Directory under Websites on the left hand side of the page
  10. Click edit for the Alumni Directory Page
  11. Click View this page and search for the individual that was created in CRM
  12. Notice the Home Phone merge field pulls the end dated phone number


 Blackbaud CRM

Was this article helpful?