Configuring Reference Contacts

To configure contacts and contact addresses, set the following Standard Choices in Civic Platform Classic:

• ENABLE_CONTACT_ADDRESS

• ENABLE_CONTACT_ADDRESS_VALIDATION

• EXTERNAL_CONTACT_ADDRESS_SOURCE_[SOURCE NAME]

• CONTACT_ADDRESS_TYPE

• CONTACT RELATIONSHIP

• CONTACT_TYPE_ENABLE

• RACE

Set the following Standard Choices in the Standard Choices portlet in the Setup Admin:

• CONTACT TYPE

• AUTO_SYNC_PEOPLE

• INDIVIDUAL_CONTACT_MATCH_CRITERIA

• ORGANIZATION_CONTACT_MATCH_CRITERIA

• REFERENCE_CONTACT_RELATIONSHIP

Set the following FIDs for the reference contacts portlet:

• 0084-Reference People Contact

• 0316-Reference Contact Condition

• 0317-Reference Contact Condition History

• 0322-Reference Merge Contacts

• 0355-Reference Contact Relationship