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Office Transfer Did Not Update to NRDS

Issue: Office transfer did not update to NRDS

Troubleshooting:

1. Verify the Office Transfer workflow succeeded

a. Open the appropriate Contact record and then go to Membership -> Memberships

 

b. Open the appropriate Membership record and open the Office Transfer record in the Office Transfers subgrid. If the record is not in the Active view, check the Inactive view or other views.

 

c. Go to Background Processes

 

d. If the Approve Office Transfer workflow failed, open the workflow, determine why the workflow failed.

        *If the user attempts to run the workflow on multiple records at one time, the workflows may fail.

2. Verify there are no NRDS errors associated with the Member or the Office

a. If there are NRDS error, update the record(s) with any necessary changes outlined in the NRDS error 

 Resolution:

After the above actions have been taken, follow the below directions:

1. Update the parent customer (office) on the contact record to NULL

2. Save the record

3. Update the parent customer (office) field on the contact record to the appropriate office

4. Save the record

5. Verify the change uploaded to NRDS

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