allow users the ability to add additional fields to the auto-matching algorithm

The system currently uses the following fields when determining if a new constituent matches an existing constituent: Title, Suffix, Last Name, First Name, Street Number, Street Name, and Zip code. There are other fields that would be helpful when determining if a new constituent is a match for an existing constituent. Fields like e-mail address and date of birth would be helpful in differentiating constituents that might not have an address or other unique identifiers.
  • Guest
  • Jun 29 2015
  • Will not implement
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  • Guest commented
    November 10, 2022 18:34

    Example: MRN might be definitive in a hospital context. Maybe a "pre match " and "post match" slot, similar to how ptgl customizations are supported?

  • +70