Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit RENXT-I-3878 Have an option to review new donors from online donation forms before RENXT adds a new donor.

Gatekeeping for New Constituent Records Merged

It would be helpful if there was a gatekeeping mechanism, similar to NetCommunity, that would allow staff to review newly entered information before the system actually creates a new record. If there is an exact match on a donation form or an event registration, then the system matching works fine, but if someone uses a nickname or has a new email, there is no match. Then a new record is created adding to our record count. The process of merging and deleting duplicates is not working for our organization.

In the alternative, if you could create more categories for the system to check for matches, such as Constituent ID, that would also be extremely helpful.

  • Amy Weir
  • Oct 9 2023
  • Shipped
  • Admin
    Samantha McGuin commented
    October 09, 2023 21:21

    We are currently building an "Online Donor Review tool" that will provide you the ability to review records before they are automatically created. This will be released in early 2024. I am merging your idea with this so you can track status.

    You can vote for the event registration version of the Idea here: https://renxt.ideas.aha.io/ideas/RENXT-I-2743