Ability to match Organization Name to Individual Constituent in Online Data Review
In online data review there is a need to match the" Organization" to an individual constituent record. The reverse of this is already true ("Donor" can be matched to an organization constituent record). It would be great if we could match "Organization" to an individual during online data review and not have to go back in the webview batch and change the constituent there.
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Lindy Ebbs
- Oct 28 2025
- Reviewed: Voting Open
Related ideas
This would be so helpful in not creating duplicates in our system
This is a great idea! We cannot control how people will interact with online forms, but we can control how we are able to act on and manage information.
This would help my gift processors so much!
This would be so helpful and would eliminate the need to transfer gifts to dummy records.
Agreed! This would making matching even better!
We have so many donors that add the name of the company they work for when making a personal donation. It tends to be confusing to a donor.
This is a great idea. Often donors will enter form information in a "non standard" way, so this would help us ID some of those records.