Amanda Kostyk
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8 votesAmanda Kostyk
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11 votes
Thanks Amanda. Can you share a scenario or two why someone would want to be reviewing records in Ready? We would think that if it ended up in Ready that the record should be "good" and the other buckets are where records need to be reviewed. Is there another classification of record that would cause them to need to be reviewed that we don't accommodate that calls out the need to have records to go to a needs attention bucket? Meaning, is there some other criteria that calls out the need to review? If so, what might that be?
Amanda Kostyk
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21 votesAmanda Kostyk
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11 votesAmanda Kostyk
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6 votesAmanda Kostyk
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105 votesAmanda Kostyk
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Steve, this has come up recently in a few calls with clients who I have dealt with and I have asked them to vote on this.
Case - client has data incoming that is new constituents but for example this new constituent gave two gifts, one gift on 07/23 and another on 07/24 and is showing in Ready bucket twice. This constituent would then end up in the destination system with two new records.
Would like ability to send the one record through, then be able to re-process to match to the newly created constituent record. Avoiding dupes.