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Sign-Up Requests and Bulk Processing and Matching

Last post 10-07-2008 11:27 AM by Patrick Stiff. 0 replies.
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  • 10-07-2008 11:27 AM

    Sign-Up Requests and Bulk Processing and Matching

    Bulk Processing Sign Up requets and matching to an existing constituent record has become a daily pain. We'll get around 50-60 sign up requests that we need to match to existing constituent records as we are a recent database conversion.

    I wanted to get some of your feedback with getting the best matching criteria so we have as few excluded transactions that we need to manually look up. Currently, it'll take me about an hour daily to manually look these people up despite have the Bulk Processing.

    I long for the day that we can search and match based on Constituent Attributes...

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