Site is not added to household member when adding new constituents as a household through a Enhanced Revenue batch import

An Enhanced Revenue Batch using Import can not only add revenue, but add a new constituent with revenue.  It can also be set up to create a household for the new constituent along with any information normally associated with a constituent record.  In this instance, the new household is created, and a Site is added along with the other data.  The Site is added to the household, but it is not being added to the individual household members.
Download and install the latest Service Pack which contains all fixes from previous patches. If you are running an older version, download and install the latest version and then the patch.  

Steps to Duplicate

  1. Go to Administration functional area
  2. Select Import
  3. Generate import header file
  4. Select Enhanced Revenue Batch from drop down
  5. OK
  6. Open downloaded file and populate the following fields in the csv file
  7. Date, Amount, Application, Revenue type, Designation, Payment method
  8. In the New/edit fields populate: Is household, Last\org\group\household name (add household name), Existing constituent (no), Spouse last name, Spouse first name,Is spouse (yes), New household primary contact last name, New household primary contact first name (husband name),New second household member last name, New second household member first name (wife name), Constituent Site
  9. Save file
  10. On Import page, select Add
  11. Select Revenue/Enhanced Revenue Batch
  12. OK
  13. Enter name
  14. Import source = local file
  15. File = csv file created above
  16. On Map fields tab, select Auto map
  17. Scroll down to New/Edit constituent collection field
  18. Select
  19. Auto map
  20. Ok
  21. On Set options tab/Other, select Quick find Search list fields
  22. Save
  23. Start process
  24. Do to resultant batch
  25. Update projected totals
  26. Validate
  27. Save and close
  28. Go to Batch entry
  29. Find batch
  30. Commit
  31. When completed go to Constituent Search
  32. Search on last name
  33. Select the Household record
  34. Go to the Security tab
  35. Observe the Site is populated from the information in the import
  36. Select one of the household members
  37. Go to the Security tab
  38. Observe there is no Site
  39. Go to the other household member
  40. Select the Security tab
  41. Observe there is no Site

Environment

 Blackbaud CRM
 4.0
 4.0
 Blackbaud CRM 4.0.170 (Service Pack 11)
 4.0.141.19

Was this article helpful?