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Allow Luminate Online customers to merge constituents in RE NXT web view
KB37435 states that LO customers must merge constituents in database view, while KB107531 states that RE NXT specific data will be lost when merged in database view (attachments, prospect and opportunity data). Please provide a solution that allow...0 Reviewed: Voting Open
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Bulk mark as not a duplicate in duplicate management
After merging all actual duplicates it would be great to be able to Select All mark all remaining duplicates "Not a duplicate" in bulk. We have a lot of name only matches (we only have a first initial for many donors) and we require at least two p...0 Reviewed: Voting Open
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Upcoming Mass Merge tool in RENXT: Allow users to import a list of known duplicates to our Org
Once the mass merge tool is ready and available, it would be great to have the ability to allow the client to import a list with Record 1 and Record 2 info on the same row and each row is the pair of duplicates to merge. Once the list is imported,...0
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Bulk Merging
It would be very helpful if we could select what other fields RE NXT displays for merges. Whether it's a constituent code, a custom field or something else, there might be limitations that prevent the merging of two records but since we do not see...0 Reviewed: Voting Open
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Make it possible to export the list of Possible Duplicates found from the Duplicate Management tool in NXT to Excel or a Query
Often times there is not enough information available in the NXT view about the two records. If it was brought into Excel or a Query it would be easy to compare the records quickly, especially on Date of Birth. Also, we have to have the Prospect i...7 Reviewed: Voting Open
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Merge selected gifts to another record
Ability to choose, from a list of gifts, which gift to merge over to another record, when a gift has been added to the wrong record, instead of deleting the gift and having to add again, have the ability to select the one gift to move over.3 Reviewed: Voting Open
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Data Health - merging option - Automatically Soft credit all gifts
It would be nice to add an option check-uncheck in the section "Select Data to Merge" to be able to Automatically soft crediting all gifts for the source constituent to the target constituent.0 Reviewed: Voting Open
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Duplicate Management - Show More than 5 Matches per Page
Duplicate Management shows only 5 possible matches per page. Would it be possible to show more? The Request URL has "limit=5" in it, and there appears to be no way to configure or change that total.2 Reviewed: Voting Open
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Ability to view Attachments tile in NXT Merge Records tool
When comparing two records in the Merge Records tool in NXT webview, you cannot see the attachments tile for either of the records being compared. It's weird that this tile is missing, when it would contain data to allow you to compare the two con...0 In Progress
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Omit inactive records from Possible Duplicates list
When reviewing records as possible duplicates, if one has already been marked inactive, there is no reason for it to show as a possible duplicate for the active record bearing the same information. When looking at the possible duplicates list, the...5 Reviewed: Voting Open