4th Option for Gift Management Settings

We need an option in gift management settings, that will match a record automatically if everything matches what is on the donor record. But if 1 thing doesn't match, we get to manually match it. I do not like how it matches the record even when not everything matches because it automatically adds the one thing that is not on their record. But a lot of times it is an address that is the same that will be added, but they forgot to include the apartment number so it actually a mistake. This creates a lot of data mix ups and mistakes that then have to be cleaned when we see the issue. We don't always know.

  • Hannah Ocana
  • Mar 26 2026
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