Ability to manually match constituent to record in Events

We have SO MANY duplicate records created through the event module, which requires much clean-up time. Efficiency would be enormously improved if we had the ability to match potential new constituents to existing records for anyone unmatched -- as we now have through the donation forms

  • Lisa Komp
  • Aug 13 2024
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  • Kim Wright commented
    10 Dec 18:08

    Please do this asap - we have duplicates coming out of our ears!!!

  • Korlan Smagulova commented
    07 Nov 19:01

    Please implement a review process or set up controls in RE like in Online Express, where you can approve / commit the creation of a new constituent record for a registrant not matched to a pre-existent constituent record. Not all registrants need to be in the database as constituents. With Latin names, or names that have accented letters, names misspelled during registration, etc, it will just create lots of duplicates.

  • Sunshine Reinken Watson commented
    13 Sep 16:28

    Also see idea 2743

  • Sunshine Reinken Watson commented
    13 Sep 16:19

    This is so important! Please also see idea #7111.