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Please submit all product enhancement ideas below. We welcome your feedback; your ideas will be reviewed by the Product Manager that oversees the development of that part of the product on an ongoing basis and updated with its current status monthly based on our product planning process. Ideas you submit could help us shape features currently in development or grow our repository of requirements for our next big enhancement. Thank you for taking the time to share your thoughts and expertise with us.

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Matching constituent records on form submission

Currently LO matches on email and if email is not present it matches on first name and last name. In both cases, if there are multiple records found, the oldest record is used. We would like finer grained controls over the matching on a system level, donation form level, and API level. Possibly add the ability to choose fields to match on at the system level, with overrides when creating a donation form or making an API call. 

  • Guest
  • May 29 2018
  • Reviewed: Voting Open
Area of the Product Other
Org/Company Name American Heart Association
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