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Create a batch merge feature so users can import files with both the target and source records, and then merge them at once.
This would be helpful when the source and target records have already been identified for a large number of records.0 Reviewed: Voting Open
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Allow a pair of constituents to be flagged as non-duplicates
There are some records that have been paired that we know are not duplicates, nor are they relatives. We would like to prevent these records from popping up on future Find Duplicate records process. We can’t remove them from the process, because o...3 Reviewed: Voting Open
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Add a Clear Results function to the Constituent Merge Process and/or safeguards to prevent data issues if the merge process fails
My organization had a Constituent Merge Process terminate unexpectedly, likely running into our app pool recycle. Though the process indicated there were 0 records processed, thousands of records were left partially merged without us knowing, caus...0 Reviewed: Voting Open
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Allow users to export a CSV from the batch area
It would be great if you can set up batch template and then have the ability to export the fields to a CSV. This would provide the user with a import template.0 Reviewed: Voting Open
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Include option to merge Wealth and Ratings, and Planned Gift Beneficiary info when merging constituent records.
The duplicate identification process may choose a record that has Wealth and Ratings and/or Planned Gift Beneficiary info in the source record. This does not get moved to the target record when merged so we lose the information.1 Reviewed: Voting Open
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When the import process find duplicate records, the constituent ID should be provided on the control report. This would save so much time
The Import Control Report should provide the Constituent ID of any suspected duplicate record. With the current process, finding these duplicate records in Raiser's Edge is a tedious, time consuming process. Having the Constituent IDs would enable...0
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Allow the option to dissolve households when one member is deleted as part of a constituent merge
My organization would like to have a household dissolved if we delete one member of the household. We use the merge 2 constituents task and we are left with a number of one member households when we use the option to delete source constituent. Hav...0 Reviewed: Voting Open
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Show Possible Duplicates When At Least Three Factors Match
It would be great if we at least got the option of "Potential Duplicate" if three parts of a constituent's data matched in two or more records...such as Last Name, Address, and Email Address. Often, a person will create their own record using a ni...0 Reviewed: Voting Open
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Google Calendar Integration
CRM Currently Features Microsoft Exchange Integration. Many non-profits are increasingly using Google services for email and calendar, in place of exchange - especially as Google offers their business services free to non-profits. I suggest Blackb...1
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Allow constituent duplicate search process to turn off matching via address
My organization has a number of constituent organization records without addresses that need to be merged. At present, the constituent duplicate search process won't pick them up because it requires the constituents have addresses. This feature wo...