online data review - make search options sticky

When searching for constituent records in online data review, there are options to search by:

  1. Include relationship records

  2. Include inactive records

  3. Include deceased records

  4. Search organization records only

After completing a match, keeping your previously selected search criteria should be sticky to avoid an excessive amount of clicks during the search and matching process. This slows down the matching process significantly.

  • Emily Falicki
  • Nov 11 2026
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