Change "Constituent Search by Name or Lookup ID" search list to not return Organizations or Groups which don't match directly

At the moment, if we search for Constituents with a given email address, the search not only finds any records which contain that email address, but any Organization, Group or Household records which have a member with that email address.  This is counterintuitive as it is finding records which do not contain the data searched for.  It should either be fixed or at the least be able to be disabled, by use of a tick box or configuration option, e.g., a tick box "Include members of Organizations, Groups or Households' which should preferably default to unticked.

This is a relatively minor inconvenience in day to day searching within the application, as we can just learn to ignore these matches, although it would still be better if it could be disabled. However, it is particularly relevant when used via the API for a Zapier connection, as it stops Zapier being able to find a unique match.

We could untick the options to search for Organizations or Groups/Households, but then we would miss genuine matches where the email address is on one of these records.

  • Guest
  • Nov 8 2018
Organization Name (Please enter full organization name) The Wilderness Society (Australia)
Reported Version 4.0
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