When you design a profile update form, you can enable the website user to enter spouse information, such as the spouse’s name. When you download a user profile update that contains spouse information, the Spouse tab displays the spouse information that the site user enters on your website.
Under Process, select the information to use to update a constituent record in your database. To select or clear all, click Select All or Clear All.
The Field column is disabled and displays the fields from the profile update form on your website. The Changed from column is disabled and displays the information for the field before the site user updated the profile. The New value column displays the data users submit in the fields. You can edit entries in this column as necessary, such as to correct misspelled words or edit formats to meet your organization’s data entry standards.
If the website user is linked to a constituent record in your database, the System value column displays the applicable information that already exists for the constituent so you can compare it to the downloaded information. In the Action column, you can view whether the site user added or updated the information on your User Profile form.
If the information is new, “Added” indicates that the site user added this information.
If the site user updates the information that automatically appears on the form, “Changed” indicates that the information contains updated data.
Specify how to use the downloaded spouse information:
To use the information to simply update the constituent’s spouse information, select Update the existing spouse with the downloaded information.
To use the information to create a record of a new individual who will be a new spouse for the constituent, select Add the downloaded information as a new individual that will be the new spouse for this constituent.
To discard the information and create a spouse relationship for the constituent with an existing individual, select Make an existing individual the new spouse for this constituent and discard the downloaded information. In the Spouse field, click the binoculars and use the Individual Search screen to search for the individual.
Warning: You should attempt to link every spouse you download to an existing record. If you do not verify whether each spouse is already a constituent, you can create duplicate records in your database.
Under Existing spouse, you can view whether the constituent already has a spouse relationship. If a spouse relationship exists and you select Update the existing spouse with the downloaded information, specify whether to change the current spouse into a former spouse relationship. For example, if the user enters information about a new spouse, you can create a new a spouse relationship and make the existing spouse a former spouse. To create a former spouse relationship with the existing spouse information, select Change this constituent’s current spouse relationship into a former spouse relationship. When you commit the user profile update transaction, the current spouse relationship changes to the removed spouse relationship type, as configured by the system administrator.
Note: If the constituent has an existing spouse relationship and you select Add the downloaded information as a new individual that will be the new spouse for this constituent or Make an existing individual the new spouse for this constituent and discard the downloaded information, the Change this constituent’s current spouse relationship into a former spouse relationship checkbox is automatically selected and disabled.