Treat matches with inactive Altru records as data differences or exceptions
Currently when formulas apply matching criteria to find matching Altru records, inactive Altru records are ignored and if there are no other possible matches, the incoming record is considered a New record. This can cause duplicates to be added to Altru, especially if New records are routed to the Ready bucket. It would be better if formulas with Altru as the destination would classify matches on inactive records as either a data difference or an exception so they can be handled separately from true New records.
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Bill Carey
shared this idea
We have added the ability to match to inactive records. There is a new checkbox you can select called "Include Inactive Records in Match Results".