Users now have more flexibility/control over how updates to the following fields are handled in a Constituent Update Batch for existing constituents: 
  • Name
  • Address
  • Phone Number
  • Email Address
  • Birth Date
Note: Constituent update rules only apply to Constituent Update batches and imports.

Constituent update rules are applied when data conflicts under these circumstances:
  • When you add a constituent through a manual Constituent Update batch and it matches an existing constituent according to your defined constituent matching settings.
  • When you add a constituent through an imported Constituent Update batch and it matches an existing constituent according to your defined constituent matching settings and you exclude the constituent ID.
  • When you edit a constituent through an imported Constituent Update batch and you include the constituent ID.
Constituent update rules do NOT apply when data conflicts under these circumstances:
  • When you add a constituent through manual Constituent Update batch and include the constituent ID.

By default, the following settings will take place unless these are edited: 
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