Individualize data syncs
R
Rebecca Pineda
Please make a feature where you can selectively choose which data points get accepted to RenXT without having to batch approve all the user's changes all at once.
Example, Allow us to sync the birthday to raisers Edge, but not their new married name. or something like that.
Right now you only have it to where you can only accept or ignore ALL the user data at the same time.
Kanhai Shah
Merged in a post:
Individualize data syncs
R
Rebecca Pineda
Please make a feature where you can selectively choose which data points get accepted to RenXT without having to batch approve all the user's changes all at once.
Example, Allow us to sync the birthday to raisers Edge, but not their new married name. or something like that.
Right now you only have it to where you can only accept or ignore ALL the user data at the same time.
R
Rebecca Pineda
Specifically, I want to be able to Accept some of these data points, and ignore others. I.E. I want to say
YES to the birthday update
NO to the married name update
NO the the marital status
But it seems I have to either accept them all or ignore them all.
Sahil Mallick
Hello Rebecca Pineda! I have a few more questions for you:
- What specific data points would you like to have the option to selectively sync or not sync?
- How frequently do you need to perform these selective data syncs?
- Are there any specific conditions or rules that should determine which data points are synced?
Sahil Mallick
Thank you for posting, Rebecca Pineda! I have a few more questions for you:
- What specific data points would you like to have the option to selectively sync or not sync?
- How frequently do you need to perform these selective data syncs?
- Are there any specific conditions or rules that should determine which data points are synced?
R
Rebecca Pineda
Sahil Mallick
Specifically, I want to be able to Accept some of these data points, and ignore others. I.E. I want to say
YES to the birthday update
NO to the married name update
NO the the marital status
But it seems I have to either accept them all or ignore them all.
Kanhai Shah
Rebecca Pineda: Hi Rebecca, Thank you for the feedback.
Do you never want to sync these two filed? Married Status and Married Name or this depends on constituent?
If you do not want to move name changes from AB to RE ever, we can tweak the settings accordingly.
R
Rebecca Pineda
Kanhai Shah
While I do want to eventually sync the information over, I will have to work with our RE guy to see if we can't find a way to update a married name into RE without erasing the name they graduated from our school with (maiden name) This is useful for linking all their information to school records and such and I don't want to just erase their maiden name with their married name.