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
  • Reviewed: Voting Open
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  • Monica Hayes commented
    18 Dec 18:53

    If RE wants to be the best Database software offered.. you cannot make MORE work for those of us who depend on our data do to our jobs most effectively. Merging dozens of duplicate constituents should never be asked of those who pay for this service.

  • Louise Lawrence commented
    02 May 01:18

    How is BB tracking with this? Surely it is transferable to events from the online data review you have with gifts

  • Guest commented
    26 Mar 13:11

    Agree with everyone else here. The event forms are so frustrating to use in this regard that it makes me want to go back to using Online Express. It's ridiculous that this feature was not added before release. Please prioritize this.

  • Art Bryman commented
    28 Feb 20:41

    Blackbaud decided to remove "New Constituent" indicator from NXT gift batch review. You now have to review every single constituent, and figure out if it's a new record or an existing one. At least bring that back!

  • Jennifer Watson commented
    13 Feb 19:59

    We spend so much time merging records because a new one is created just because a registrant spells out "South" rather than just using an S in their address as an example. If the address is different at all it creates a new record, regardless of the email used. This is needed yesterday.

  • Kim Wright commented
    December 10, 2024 18:08

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

  • Korlan Smagulova commented
    November 07, 2024 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
    September 13, 2024 16:28

    Also see idea 2743

  • Sunshine Reinken Watson commented
    September 13, 2024 16:19

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

  • +42