Specify person field mappings for a record source

Person field mappings are used to map name, address, phone, and email address information between the program and a record source.

1. From the Person field mappings tab of a record source, select Edit person field mappings. The Edit field mappings screen appears with the personal and contact information fields.

2. Under Personal information field mappings, select the name, title, or suffix fields in the record source to map to the corresponding fields in the program.

   To enable householding, you must map the following fields:

   1. In the Household ID field, select the field to map to this record source, for example, “Household ID.”

   2. In the Head of household field, select the field to map to this record source, for example, “Head of household.”

   Note: When you enable householding, you can select to send one piece of mail only to an entire household, rather than sending a separate piece of mail to each person in the household.

3. Under Donor metrics field mappings, select the metrics field in the record source to map to the corresponding field in the program.

4. Under Contact information field mappings, select the address, phone, or email fields in the record source to map to the corresponding fields in the program.

   For more information about how to map person fields, see Person field mappings screen.

5. Select Save. You return to the Person field mappings tab.