Importing Submissions - Options for Primary, and Whose Phone/Email

New options for how submissions are imported when a new Email, Phone or Mailing address (New Data) is added to a matched record.

By default, the New Data is make Primary. So if there is a different Data, that will be made non-primary and the New data will become Primary.

These options are located under Settings > Website Form Submissions Settings

When importing submissions, you can override any of these defaults. Check or Uncheck the Primary check box for the New Data.

In addition, for a new Email Address or Phone, you can indicate whose it is M/F. Clicking on that drop-down will show the two primary family members to choose.

While the system will attempt to match up the submission to one of the primary members (based on first name), you can check and modify these results.

Published: Today at 3:49 PM

Importing Submissions - Options for Primary, and Whose Phone/Email

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