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.

Ability to match constituents that are not "New" as shown in NXT Batch Merged

NXT does not match constituents that have the same first name, email address and mailing address to those already in the database. There is no way to fix this in the NXT batch before committing the batch. We have to commit the batch, go to database, find the constituent ID's for the existing constituent and the "new" - move the gift/event then delete the incorrect "new" record. This is causing ALOT of extra work. At least in the database view, there exists the ability to correct this BEFORE committing the batch!

  • C. Gawron
  • Feb 7 2024
  • Shipped
Constituents
  • Admin
    Samantha McGuin commented
    09 Feb 13:52

    We'll be releasing a "donor review tool" in Q2 to give you a workflow to manually match donors to constituents prior to new records being created.

    Attachments Open full size

Related ideas