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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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Allow for customized matching of new donors to existing records

We want to create an offline form to use for people calling the office and sending credit card numbers. Sometimes they don't want or provide an email so we are making the email field not required. If a person exists in the system with the same name, Luminate is putting the donation on the existing record and not creating a new record. So donations could potentially go on stranger's records since the match is going by name and email and if the email is blank then it is reverting to the existing record. I would like to be able to put in a scenario that if the email is blank to check the address and if the address is different to create a new record.  I feel that since you allow for email to be optional, there should be a way to address this. 

  • Guest
  • Dec 6 2019
Area of the Product Donations
Org/Company Name JSSA
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