Alias Duplicate Searching
Hi. When someone gets married in our Raiser’s Edge database, we put the former name as an alias on the Alias button. For example, the person went from Ms. Jane Doe to Mrs. Jane Smith. When we search Raiser’s Edge and have the checkbox checked to check aliases, it will bring up the older name.
I wish Importomatic had an option to check for duplicates in the aliases field. In the “Configuration”, in the “Duplicate Criteria” section, when I click “Add” there is no Alias field option. There is an auto-match function for checking aliases. But I am afraid it will auto-match to the wrong person.
Like we have multiple Robert Smiths in RE. We could have put the nickname Bob Smith in the Alias field. If we only had one Bob Smith alias in RE and it was the wrong Bob Smith, it would automatch to it. I would much rather it ask when you import, like in the Duplicate search popup, before matching and saying this is the same person.
It would be nice if it could also check the numbers in the Alias field also, when it searches for duplicates.
Can you please add Alias duplicate searching in new version of IOM?