Email and Phone fields in Duplicate Criteria sets
Please include Phone Number and Email address fields in Individual Duplicate Criteria set building. I.e. It should be possible to have [FirstName, LastName, Email] or [FirstName, LastName, Phone/Mobile] as a criteria set.
Some of the data files we receive only have 3 fields: first name, last name and a phone number or email address. In the absence of an actual phone/email field in the criteria set, the search tool becomes overzealous and returns every possible match for first name and last name only - this list can be very long, the matches are very crude & irrelevant making the import more time-consuming than it need be.
Thank you
Nike Begbaaji
shared this idea
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Catherine Hodges
commented
Just ran into this today when importing event participants to Raiser's Edge with a list of first and last names, phone numbers and email addresses. Some people had no email and only a phone number, and the duplicate search criteria wouldn't let me use the combination of name and phone number as duplicate search criteria.
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Hope cheriton
commented
Is it possible to trigger an automated duplicate Event by using the API to scan email addresses on otherwise matching records?