Processing NetCommunity transactions automatically marks the Primary check box for constituent for Email and Phone

When processing, donations, events, or membership transactions from NetCommunity, the Primary check box becomes marked for phones or emails for the linked constituent. You wonder if there is a way to prevent the Primary checkbox from being marked automatically.
By default, the option  to Update the preferred address with the downloaded information is marked when processing transactions in the NetCommunity Plugin. This includes phone numbers and email addresses. This assumes the user will either enter in the most up to date information online or provide existing information, this is to help indicate within The Raiser's Edge that this should be the primary contact type used if possible. 

The option to not add the new information as primary can be changed on a per transaction basis by editing the profile updates associated with the transaction, following the guidelines below.

Starting point: The Raiser's Edge>NetCommunity Plugin>Transaction like, for example, Donations

After the Constituent is linked successfully, you will see a window for Processing new Profile Updates:

User-added image
  1. Ensure Add the downloaded information as a new address for this constituent is selected
  2. Click Save and Close
  3. Follow any prompts on the screen
  4. Click Process Transaction


 

Steps to Duplicate

  1. Access any NetCommunity donation page
  2. Complete the form and submit the donation
  3. Log into The Raiser's Edge and access the NetCommunity plug in to process the transaction
  4. Create a new constituent while processing the transaction data and process the gift
  5. Commit the batch once the NetCommunity gift has processed -> Save and close batch afterwards
  6. Access the newly created record
  7. Note the Primary check box is marked for the Phone and Email address automatically

Environment

 Blackbaud NetCommunity
 6.64
 6.64
 The Raiser's Edge 7.94

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