Altru Ideas

We value your unique insight into our products and services and often receive ideas and feedback from our community in a variety of ways. To streamline this process, we’ve created an idea bank where you can post product suggestions, vote for those most important to you, and add comments to existing ideas.

Add Phone Number to the Duplicate Merge Preview

I run the duplicate process once or twice a week. This process compares names, emails, addresses, AND phone numbers to determine how likely two constituents are to match. However, in the Constituent Merge Preview tab, phone number is not included in the information displayed. Often enough there is a pair matching based on name and phone number, but since I can't see their phone numbers I have to go to each of their records and check. If this criteria is used to determine the match, it should also be shown in the Preview dropdown along with email and address, to explain why Altru has pulled them as a match and to save staff time.

  • Guest
  • Apr 6 2018
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