Better constituent matching in online data review
I have just had a donor come through via a Blackbaud donation form who was flagged as new in the online data review area. He is on our database as Andy but had put Andrew on the donation form. All other details were identical, address, email address and phone number, but the review tool didn't make a single suggestion about possible matches. When finding and linking him to the existing record, it said the address didn't match even though it was the same, and the phone number didn't match because the donation form brings it through with +44 at the beginning but we record it as 0 at the beginning of a phone number. This also needs to be changed as we don't dial +44 in the same country!
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Guest
- Aug 6 2025
- Reviewed: Voting Open
Related ideas
I absolutely agree. Constituent matching just doesn't work right. Many people have more than one email address and if they use one that isn't already in their constituent record, NXT does not match it or offer it as a potential match. When several bits of data are identical, as with the original post, NXT should offer it in a list of potential matches. There is also a problem with matching spouses. Constituent Jane Doe bought a ticket for her husband, John Doe (not a constituent, but is included as spouse in Jane's record). NXT did not find John Doe and wanted to create a new constituent record. There are similar problems with folks using company credit cards to purchase tickets or pay for sponsorships which is very common.