Searching for existing constituents when entering Online Giving batches?
Hi, recently moved to Online Giving and still getting used to it! When you entered a batch in OLX, you could easily search to see if the donor already existed in your database and tag the gift to them. Is there a way to do this with Online Giving? I unwittingly created a duplicate because there didn't appear to be a way to search for the donor in the RENXT layout, but I might have missed it. Thanks!
Comments
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@Paul Stankus - I recommend turning on the Online Data Review tool for donations that come through Online Giving forms, specifically setting it to “Review transactions with unmatched constituents”. This setting utilizes the Automatic Constituent Matching algorithm for only the 100% matched constituents, all others are reviewed and matched by you/org.
Once on, you'll need to keep an eye on this area. Gifts are held in limbo until the match process is complete for their donor.
Here's a help document with more information on this option:1 -
@Austen Brown
Thank you! I have turned on review for all transactions so I can check them all for now, I'll go from there. Appreciate your response!2
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