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Success with integration b/w RE and EE without creating constituent records for spouses

Last post 10-13-2009 9:46 AM by Corrie Leonard. 0 replies.
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  • 10-13-2009 9:46 AM

    Success with integration b/w RE and EE without creating constituent records for spouses

    I am working on linking parents b/w EE and RE and the current students have been linked and synchronization seems to be going well. Once we started linking parents, we had an issue with parents who are nonconstituents on RE side and relationship links being broken on EE side.

    We are unique because in the setup we couldn't check the box to not create a constituent record for the spouse b/c in RE it's not consistent on who has the constituent record. It may be the wife or the husband.

    So once the records were linked I went into RE and broke the link on the constituent record so that the nonconstituent info. stayed on the spouses record and saved it. When you went  back to the Integration grid it looked correct.  However, the relationship record between the nonconstituent record from RE was broken on EE side with current students.

     Does anyone else have this issue and been successful linked records while keeping nonconstituent records without using the initial integration setup up "do not create a constituent record"

    Corrie Leonard
    Advancement Office
    Christ Church Episcopal School
    Greenville, SC
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