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?
Just jumping on this discussion - how are organizations handling mapping email addresses that are not clearly linked to N1 or N2 by an eAddress Type or by the Login indicator? I understand that anything with a status of "Both" will end up in the Household constituent record. The majority of our emails are not clearly defined as N1 or N2 by an eAddress Type description and for the most part their corresponding Login indicators are set to "Both". Has anyone else run into this?
Thank you,
Chuck Buchanan
Manager, Direct Marketing and List Management
92nd Street Y
We had a majority of our emails in logins set to both with no clear indication of which name they belonged to. We decided to keep them at the household level instead of assuming ownership and getting it wrong. As we learn who owns what information we are moving it to the correct account, but we are ok with emails and logins living at the household level when we don't know more.
Ditto to what Boann said. We left them on the household if we weren't sure about them. (With the caveat that we don't have a bunch of account management online - only basic account info and ticket/donation which we are leaving on the household so a person's experience online is no different if they log in with an individual login or a household login)
- Heather