Email address propagation across Contacts record and Contacts profile
Karen Guise
Currently, when a contact updates their email address via their Profile, it only updates the Simplero ID email, not the email associated with their Contacts record or any Participant email addresses. This is not intuitive at all - if a customer is updating their email address in their Profile they would expect this to change their login info AND the email address used for all purchase communications, subscriptions etc.
We’d like to request that email address changes - whether made by a customer via their Contacts profile or by an Admin in the backend (Contacts record) - automatically propagate across the system. This includes automatic updates to the Contacts record email address, the Contacts profile email / Simplero ID email, Participant email address for every purchase, and any subscriptions. This would save the tedious work of manually updating each individual purchase email (per steps outlined in Ticket #717553... Summer, Izabella, and Catalina were very helpful in helping us understand how this all works - thanks!).
We've found that people often change their email address, switching between work and personal accounts. Maintaining a single master email address throughout the platform would reduce confusion and ensure more reliable contact management. Another useful feature would be to store the previous email address(es) somewhere in the Contacts record, for Admin reference purposes.
Please note: We're not suggesting the same propagation for a contact's name. We appreciate that changes to the Contacts profile name do NOT sync back to the Contacts record (and vice versa). This allows a contact to use a pseudonym in their Profile (for privacy / nickname preference etc) while we retain their full/legal name in the Contacts record. As Admins, we prefer to maintain control over our student records. It would be helpful, however, if a change to the Contacts record name propagated to each product/Participant name.
Thank you so much for your consideration! We're enjoying the platform and learning about all of its intricacies and powerful capabilities.
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Directory Toolkit
I think the fundamental issue becomes the overarching Simplero email id and email may be attached to 10 different accounts that would be affected, so one simplero ID may be attached to different emails at different sites that are desired to not be automatically changed. So for sure there is clanup needed in easing the understanding of the simpleri ID vs the site info but not sure this forced auto update would ever be added because of the unique multi site thing Simplero has implemented.