Allow user to select the constituent when multiple matches are found above duplicate matching threshold

When adding information via a Batch (such as Enhanced Revenue or Constituent Update), duplicates are determined by the settings specified by the user. There is a threshold percent in which records are automatically added as a match, and a range where a user would manually review the matches. If there are multiple matches with an identical percentage above the threshold, CRM currently selects one instead of allowing the user to select.

  • Mary Grace Davis
  • Aug 4 2015
Organization Name (Please enter full organization name) University of Michigan
Reported Version 3.0
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