Advanced Name Processing for Omatic Cloud
Currently there is only a way to have exact matches on records. It would be helpful to have an Advanced Name matching option in Omatic Cloud, which is similar to the IOM option to score likelihood that a similar record exists in the system.
When a similar record is found, the records could go to Needs Attention for review, with an option to create New or Match.
The example of this is if a last name has an extra space or with multiple last names with a hyphen separating them.
It is faster for me to review Needs Attention records, when I know they are the same at a glance, than it is for me to have to merge hundreds of records just because there is an extra character.
I hope you'll consider this.
Chris Zello
shared this idea
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Milly Jones
commented
many many many people go by multiple variations of their name. we need to be able to match on preferred name - why else do we record this information in the database!
In addition, CRA requires that we use their legal name on tax receipts, but we want to use their preferred name for communications. We want to ensure that their donations are matched to their constituent record, rather than duplicates being created because OC ignores other name formats