This is our largest area of duplicate record creation. The gift forms do not allow for enough fields for a tribute record to accurately match and creates a problematic number of duplicate honor memorial records.
When a constituent makes a donation in honor / memory of someone outside of our database there is not a way to record this tribute. The tribute section only allows it to be in the constituents honor / memory. We would like to record if the constituent makes a donation in someone's honor or memory so we can pull this information for our end of year records.
Hi Samantha - for all tributes we would ask to capture the title and honor memorial name in separate first and last name fields. For in honor of tributes we currently capture address and would ask to add an option for email, as well as an email for the acknowledgee. If I am correct, constituent matching currently looks for name, email and address? Are there any additional recommended fields for a memorial tribute without that information? Anything that the data review tool would look for we would be open to capturing to have the best match results.
When a constituent makes a donation in honor / memory of someone outside of our database there is not a way to record this tribute. The tribute section only allows it to be in the constituents honor / memory. We would like to record if the constituent makes a donation in someone's honor or memory so we can pull this information for our end of year records.
Hi Samantha - for all tributes we would ask to capture the title and honor memorial name in separate first and last name fields. For in honor of tributes we currently capture address and would ask to add an option for email, as well as an email for the acknowledgee. If I am correct, constituent matching currently looks for name, email and address? Are there any additional recommended fields for a memorial tribute without that information? Anything that the data review tool would look for we would be open to capturing to have the best match results.
We are currently in development adding tribute matching into the Online Data Review, with a planned release last Q1/early Q2.
What additional fields would you want to collect related to a tribute honoree/acknowledgee?