We have several use cases of records that don't turn up in the "find duplicates" menu in Cons360 that we know to be dupe records either because of information from our database of record or from a relationship manager. The most common examples are representatives of organizations making donations under their personal information or folks who get married, change their name and email address and move, making name, email, and physical address all mismatch. It would be great in the "find duplicates" option to be able to manually associate a record to its dupe by Cons ID even if they don't share the normal fields one would look for to identify them. Right now, admins must rebuild the record manually rather than using the existing merge functionality for such records.
Area of the Product | Database |
Org/Company Name | Share Our Strength |