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!

  • Guest
  • Aug 6 2025
  • Reviewed: Voting Open
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  • Robyn Swiderski commented
    20 Feb 17:00

    While reviewing the constituent data for online donations (web view), we have the choice to only "see" the information and either add a new address or mark a phone primary/previous.

    I would like to have the option to be able to go into the actual record — as I'm doing the reviewing — and update any necessary information on the donor record. For example, we may have mistakenly marked a phone number as "bad" or "previous" but now the donor is using that exact number. Or, the donor updated their address, maiden name, etc. The constituent ID number isn't shown on the review data either, so it would help to be able to get into the record to verify information before matching.

    We need to get into the donor record and do updates as we can in DBV using Online Express. And donor address should be an option to add as a required field on the donation forms as well.

  • Jack Wagner commented
    26 Jan 18:01

    We had a donation come through the online data review. All the data in the donor's form matched a donor's profile except "Road" in the address, was listed as Rd. We process thousands of donations and tons of them will have small discrepancies like this which cause additional work. Is there a way to fix the system so that it doesn't flag "Road" vs. "Rd" or "Avenue" vs. "Ave" on the online review?

  • Arlene Moran commented
    September 29, 2025 14:55

    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.