In NPSP I created matching rules for Classy based on contact emails. If the donor’s email in Classy = HomeEamil or WorkEmail or AlternateEmail it would be considered a match.
This was easy since these fields resided on the Contact record. However, In EdCloud there is the Contact Point Email object. I am very curious to see how people are addressing matching rules that could accomplish the same type of matching rule given the fields are on a different object?
Any help would be appreciate!
1 件の回答
We are recreating similar fields on the contact and using flow rules to update them from contact point records. So for example. We add mobile phone to contact. We update it with the primary active mobile contact point phone.
