We have about 800 accounts that have 2 names, 2 email addresses, and one login, with an N!/N2 of "both". We would like to end up with an email address on each of the individual records created during the conversion, at least for those accounts where it is obvious who the email belongs to. Does anyone know the best way to go about doing this?
We were ready to review and edit the constituent records manually prior to the conversion, but even if we change the login to N1 or N2, I think we will still end up with the other email address on the household. Has anyone come up with a solution to this? Is there a good way to move an email address from the household to an individual after the conversion?
Hi Jane,
We had a situation similar to this, actually about 3000 records that fit the qualification of both N1 and N2 present and at least one email address/login on the account. As it was our goal to map as many email addresses that were clearly one name or the other we did the following:
1) Established two Primary Email Address types in EADDRESS_TYPE, Primary Email Address and Primary Email Address N2. In TRU_EADDRESS_MAPPING we mapped to the respective A1/A2 accounts.
2) If the email address clearly belonged to N1 or we were not sure, then email address type was Primary Email Address, the flag on both the Email address and the Login were set to Name 1. If the eaddress clearly belonged to N2 we changed the type to Primary Email Address N2 and then made sure that both address and corresponding login were assigned to N2.
The trickiest part is getting the logins to follow their corresponding email addresses by making sure they map together to N1 or N2. In staging and testing to v11 these email addresses are moving to the individual accounts as expected, and not residing in the Household account.
Duane