Online data review new donors

I recently switched to automatic data matching to see if it saved time and have found it way more time consuming as it doesn't pull through all the fields that are pulled through when you create someone manually through online data matching. I now have to manually add the date against the constituent code and the date the address started, alongside selecting the addressee/salutation and doing a quick check to see if NXT has created a duplicate.

Please can it at least pull through the days date that the record was created and add it to the constituent code and address as it does if you review them manually?

  • Guest
  • Sep 14 2026
  • Reviewed: Voting Open
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