Match on Email + Name
under review
J
Jennifer Otremba
My clients frequently run into issues where gifts get tied to the incorrect contact because an email is on more then one contact record in the system - this is particularly problematic when organizations have minors for whom a parent email might be on their record, and neither has previous donation history. The updated matching logic you all added recently helps, but it would be great if the matching criteria considered both Email and Name in combination.
Roger Miller
It would be excellent to be able to leverage Salesforce Duplicate and Matching Rules and have fuzzy logic.
Jonathan Lin
Roger Miller: Agreed! We're looking into the feasibility of this exact approach.
Jonathan Lin
under review
Jonathan Lin
Thanks for the feedback, Jennifer Otremba. This is definitely something we can investigate for a future update.