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Parent Data Confirmation Issues with Linked Contacts

Is anyone else having an issue?  


We have parents who have linked phone numbers what are linked in the contact screen. When they do an update, it does not reflect the new number on Demographics, it does reflect it in Contacts.


Also, if the contacts are NOT linked, they can update in contacts but it does not show on demographics.






Best Answer

I did a test, and here's what I found out. 


The Primary Contact fields on the Demographics page MUST be each linked to specific contact's number field in order for parent changes to flow from the Parent Portal. Once they are linked, when the parent goes into the portal, clicks on Data Confirmation and changes that contact's number, the fields in both the contact screen, and what is displayed on the demographics page will be updated. 


If yours is not, it may be a permissions issue for the Portal Group - Parent.


Wow, I thought that was the purpose of linking them to the actual contact records. I'll have to test that out.

Answer

I did a test, and here's what I found out. 


The Primary Contact fields on the Demographics page MUST be each linked to specific contact's number field in order for parent changes to flow from the Parent Portal. Once they are linked, when the parent goes into the portal, clicks on Data Confirmation and changes that contact's number, the fields in both the contact screen, and what is displayed on the demographics page will be updated. 


If yours is not, it may be a permissions issue for the Portal Group - Parent.


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 We experienced this same issue but the parent actually deleted the contact record during data confirmation and the previously linked number remained in Demographics.

Hmm, I wonder if the linkage is not honoring the DEL tag?

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