Request for Advanced Constituent Matching Features for Online Gifts

We've encountered challenges with duplicate constituent records created from online gifts in RE NXT. The process seems to lack a direct way to influence constituent matching based on unique identifiers, such as email addresses, which leads to an increased administrative burden to manually identify and merge these duplicates. This is also a annoyance to affected, as they are not being credited for pledge payments made through BBMS because their pledge is on one record while their payments are being recorded on another (dupe) record.


Suggestion:

  • Introduce advanced constituent matching features within RE NXT for online gifts that allow organizations to set rules or preferences based on available data points (like email addresses, spouse name, etc).

  • Enhance duplicate detection and management tools to more efficiently identify potential duplicates before they are created, and provide more intuitive options for merging.


Improving this aspect of RE NXT could significantly reduce administrative overhead and enhance data integrity for all users.

Thank you for considering this improvement.


  • Suzanne Hopkins
  • Apr 11 2024
  • Reviewed: Voting Open
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