enhance the duplicate constituent report and merge preview

to also show all duplicate matching criteria, particularly birth date and email address. At the moment only address information is shown (100% match for constituents with completely different addresses). The full information will help with manual screening.
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  • Jun 29 2015
  • Reviewed: Voting Open
Blackbaud CRM / Security
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  • Wendy Peek commented
    October 19, 2020 11:29

    The report needs to show Site as well. Until these extra fields are added it is very difficult to use the report to correctly evaluate whether the records are a match or not.

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