When importing information into a Constituent Update Batch, CRM users may notice the constituent updated rules are not honored when adding contact information. New addresses, phone numbers, and email addresses are added as primary despite the rules set if they are flagged as primary in the import file.
We're currently evaluating this issue for a fix in a future patch or service pack.
Steps to Duplicate
Log into CRM and navigate to the Constituent functional area
Click ‘Add an individual’
Enter the constituent’s name, and address with the address type of Home, phone number with a phone type of Home, and email with an email type of Email. These will all be added as primary.
Navigate to the Revenue functional area.
Select Batch entry
Select Batch Templates and locate the Constituent Update Batch Template
Select the Configure Options tab, and then select the Constituent Updates tab .
Ensure the rules are configured as follows:
Phone number updates: If incoming phone is net identical to any existing phones ‘Add as new phone’ and make new phone primary ‘Only if the current primary phone has the same type’.
Email updates: : If incoming email is net identical to any existing email address ‘Add as new email address’ and make new email address primary ‘Only if the current primary email address has the same email type’.
Address updates: If incoming address is similar to an existing address ‘Add as new address’ and make new address primary ‘Only if the current primary address has the same type’.
Navigate to the Administration functional area and select Import
Generate an import header file based on the batch template above.
Populate the import file with the constituent’s name and lookup ID created in step 2. Enter a different address with a different address type, email address with a different email address type, and phone with a different phone type.
Save the file
Return to CRM and navigate to the Administration area
Click Add to add a new import process based off of the batch template above
Give the import process a name, pull in the import file, select the Map Fields tab and auto-map all fields including collection fields.
Select the Set Options tab, then select the Constituent Updates tab and ensure the ‘Use batch template settings’ box is marked.