I know this original post is old but wanted to express my gratitude because this has been SO helpful for me....
One thing I want to ask, perhaps I'm missing something very obvious, is that despite creating a file path for the Exceptions Report, RE will not create a report other than the PDF Control Report that lists the potential duplicates Const. IDs.
It would be amazing to have the information in the Control Report in Excel or CSV format because that is ultimately where I need it.
Currently, I am copy-and-pasting the Const. IDs from the PDF and then doing an immense amount of cleaning.
Am I missing something here?
Very helpful article!
NSKS has kept couples together with the constituent being the name they wrote/donated 1st. With recurring/web donations, we have noticed the partner is not caught by this method. I have had to check 'new' donors after the duplicates check; for donations the last couple months about half the 'new' donors are partners.
Is there a method for RE to find partners, too?
Thanks, Lee@NSKS.org
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One thing I want to ask, perhaps I'm missing something very obvious, is that despite creating a file path for the Exceptions Report, RE will not create a report other than the PDF Control Report that lists the potential duplicates Const. IDs.
It would be amazing to have the information in the Control Report in Excel or CSV format because that is ultimately where I need it.
Currently, I am copy-and-pasting the Const. IDs from the PDF and then doing an immense amount of cleaning.
Am I missing something here?
NSKS has kept couples together with the constituent being the name they wrote/donated 1st. With recurring/web donations, we have noticed the partner is not caught by this method. I have had to check 'new' donors after the duplicates check; for donations the last couple months about half the 'new' donors are partners.
Is there a method for RE to find partners, too?
Thanks, Lee@NSKS.org