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Upload new Field to Person Record

Question asked by James Walsh on Nov 12, 2019
Latest reply on Nov 12, 2019 by Sanford Whiteman

Hello,

I am looking to send out the last 4 digits of a persons policy number via text. Unfortunately in order to do this I needed to use Velocity Scripting to cut the policy number to 4 digits and text messaging does not support Velocity Scripting.

 

I am looking to pull all of our contacts policy numbers in a CSV, delimit the policy number in excel to the last 4 numbers and then reupload the CSV to a new field I created on the person object titled "Last 4 digits". However when I am uploading this list based on a persons email, it is creating a new contact and not updating the current contact that is we already have in the database. Is this possible?

 

Thanks,

Jim  

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