Allow the user to uniquely specify the record type and the ID type used in import batches to search for duplicates

Allow the user to uniquely specify the record type (Constituent, Organization, Household) and the ID type (Constituent, Alternate, Lookup) used in import batches to search for duplicates.

There is currently no way to tell the batch to check for duplicates in just Individual or Organization records but not look at all record types (ie. Households) for potential duplicates.


There is currently no way to tell the batch to check for duplicate Constituents or Related Staff by using only Constituent ID but not look at all IDs such as Alternate ID for potential duplicates.
  • Guest
  • Nov 9 2015
  • Attach files
  • +3