Match duplicate records on other fields besides email address
In an effort to reduce the number of duplicate records being created when a donor makes a donation via LO, it would be helpful if the matching criteria matched on additional fields besides email address. If name and postal address were added as alternatives to the matching criteria that would greatly reduce the incidence of duplicate records. It could be set so that email was the first matching condition and if that condition was not met then the next condition is a combination of first name, last name, postal address. This way when someone makes a donation using a new email address they do not automatically get a duplicate record created.
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Guest
- May 25 2017
- Reviewed: Voting Open
| Area of the Product | Other |
| Org/Company Name | Student Conservation Association |
Related ideas
This is most frustrating from an administration point of view when we have to try to untangle constituent records of families or spouses or colleagues who register for TR events using the same email address. And that frustration is all the more on the part of participants who find their names being replaced seemingly at random!
I have a similiar issue with Luminate using email address as the identifying factor for donors. I am running into gift processing issue due to Luminate Online business rule to use an individual email address as their Luminate User Name. So for example a daughter completes and submits a donation for her mother, the mother does not have an email address so the daughter list her email as the email address for the mother. Two months later the daughter submits a donation online, Luminate automatically apply the new donation to the mother's record because the email address is recognized as the user name. So instead of bringing the daughter's information over in the plugin so that I can create a new Raiser's edge record, the gift comes over in the plugin as a gift from the mother. This means gift are been applied to the wrong donor.