Menu Close

Personal Info/Alternate lookup IDs

Other ID links for this constituent in other databases.  Useful when importing or linking to alternate databases.

Good to Know!

  • CRM only allows an alternate ID to exist once in the database for each ID type
  • CONVERSION NOTE:
    • RE Social Security Number (SSN) converted to CRM alternate lookup IDs.  These converted as <Affiliate Abbreviation> MRN, except for PCC (SRH Pre-EPIC MRN) and IHP (Datatel ID)

How Do I?

 

Leave a Reply