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.

  • Lindy Ebbs
  • Oct 28 2025
  • Reviewed: Voting Open
Online data review
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  • Ruth Orloski commented
    03 Apr 03:12

    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.

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  • Aldera Chisholm, Community AllStar commented
    October 29, 2025 15:17

    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.

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