Profile Receipt Transfer

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6 comments

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    John Newbauer

    Which email address does the system keep for the individual then? Their original one or does it change to the new one or keep both? And if it keeps both, which one is used to contact them?

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    Gregory Foreman

    John - Transferring a receipt will not change/update profile data, it is simply moving the receipt data.

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    Jeanie Faulkner

    You need to manually update the profile date in whichever record you keep.

    It would be really nice to be able to transfer the contact message history trail also!!!!!!

     

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    Mona Batchelor

    Is there no way the transfer option could be linked from within the old profile?  It's a very time-consuming process if the member has six or eight receipts from various years in their old profile.  That means wading back through multiple past years' forms to dig out and transfer each. 

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    Kinsey Mahan

    Hi Mona - That totally makes sense. I know our Product Team is aware of the request, so it's something to keep an eye out for in future releases.

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    Carolyn Huntington

    Hi - How do I do this in the new version of MC?  

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