Preferred Address, Email & Phone Numbers

Donorfy will determine the preferred address, phone number and email address for a constituent based on the following.

For individuals (and any other types of constituent that are not groups) we start by looking at the Personal contact profile, then the Work profile then the Other profile.

For constituents that are groups we look at the Work profile, then the Other profile.

The preferred address will be set to the first address found in a profile.

For  phone numbers this is the order of preference, Main Phone number, Mobile Phone number then Other Phone number.

For email addresses its the preferred email address if present and active after that we check for an active alternate email address.

 

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