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The ability to custom select what field value should be primary when merging constituent records
In other CRM platforms, when merging duplicate constituent records, I have been able to select what field value should be "primary". For example, I was able to tell the system to use the "most recent" email address or phone number for a constituen...0
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Add Preferred Email and Preferred Phone Number to the Output Field
When creating a query with emails and phone numbers, constituents are listed repetitively because we cannot select the preferred email and phone number in the Output field. It is time consuming to clean the list of the excess and outdated informat...0
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Duplicate Detection not catching 5 vs 9 number Zip Codes
Why can't duplicate matching match the address whether it's a 5 or 9 number Zip Code? Causes duplicate accounts and duplicate addresses0
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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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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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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 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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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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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