Ideas Bank

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. 

Allow organization to decide how to treat new records

There are a lot of duplicate records being created for existing donors because they used a different email address or mailing address. Please allow us to decide to link the JustGiving record to the existing RE record. When merging if we don't retain the newly created JustGiving record we lose the connection to JustGiving. But, we lose the saved files on the existing RE record if we choose the newly created JustGiving record. This is a critical issue that is in need of a resolution.

  • LaShawnda Woods
  • Jun 23 2020
  • Needs review
  • Attach files
  • James Broadway commented
    31 Aug, 2021 03:44pm

    Agree with this requirement. Gifts are batched before submission. It should be possible to batch the creation of new donors so that they can be manually verified to avoid duplication of existing donors.