Correspondence sends to household when 'mail to primary household member when available’ option is checked

In version 4.0, there is a new feature in correspondence that, when checked, will mail to the primary household member when available.  This mailing is sending to the household, rather than the primary member, even though the box is checked.
We're currently evaluating this issue for a fix in a future patch or service pack.

Steps to Duplicate

  1. Add 2 new constituents, mark them as spouses and put them in the same household
  2. Go to manage correspondence and create a new correspondence process
  3. For criteria say lookup id one of and use the 2 household individuals
  4. For output format use Formatted mail correspondence output, mark the new ‘mail to primary household member when available’ option
  5. Run the process and note it pulls in the primary member
  6. Go to the primary member record and add him to a group as the non primary contact
  7. Run the process again and note it pulls in the household
  8. The expectation is that it would still pull in the primary HH member

Environment

 Blackbaud CRM

Was this article helpful?


Thanks for your feedback! Did this solve your issue?

Comments (optional):


Thanks for your feedback!
We're glad it was helpful but sorry it didn’t solve your issue. If you need assistance, click Chat with Support below.
We’re sorry to hear that. Please tell us why.

 I don't like how this works.

 The answer is confusing.

 The answer didn't match what I was searching for.

Additional Comments (optional):


Thanks for your feedback! If you need assistance, click Chat with Support below.
Thanks for your feedback. Help us make our products even better by sharing details in our Idea Banks or our online Community.
Thanks for letting us know. We'll work on clarifying the information in the article. If you need assistance, click Chat with Support below.
Thanks for letting us know. We'll work on updating the search engine to return more relevant results.