DonorPerfect matching | Voters

DonorPerfect matching

planned

Amy Goulston

Have the Search Algorithm include use of DonorPerfect (DPO) Alternate Address fields. More matches could be made if that could be done.

Created by Dan Ramdial

September 30, 2022

Josh Bloomfield (CEO)

marked this post as

planned

On it.

Morgan Svingen

i wish there was also a way for it to match address first and name second... most of our duplicates come from Robert vs Rob donors but the address is identical. Or even request confirmation before creating a new donor

Josh Bloomfield (CEO)

Morgan Svingen: I'd love to see an example... we already account for Rob vs Robert. https://help.givecloud.com/en/articles/4555427-donorperfect-donor-matching-faq

Morgan Svingen

Josh Bloomfield (CEO): I did a quick search and wasn't able to find you an example. I think it was more of an issue as we had just launched GC and were seeing many more duplicates at that time.

Josh Bloomfield (CEO)

Morgan Svingen: All good. Just noticing the date-stamp on your feedback 😅.

Isaiah Stearley

This is a fascinating idea. It would be super useful in not creating so many duplicates in DP that we have to find and fix manually. This would be a great addition to the issue listed here: https://feedback.givecloud.com/feature-requests/p/updating-donor-records-in-donorperfect?emailUserID=62ab6c2750668a0ba359573c&emailAuthToken=35a6121d7d1000fa61d2fc2966c92e90d5ee5359064091c7f879c7029a181923371776ba1adc27703e8e99a399c818e1