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Online data review option for JG before creating new records

Unlike NXT donation forms, JG does not have the option for data review (I'm in Canada so this could be available in other countries). To eliminate duplicate, I would love for online data review to work with JG. Auto creating records is supposed to make things easier but it often creates more work. I have had donors who exist in the database who enter their address and email the exact same as on their record, but because they enter their name as, for example, Bill instead of William, a whole new record is created. And what is worse is these "new" records don't show up in duplicate management despite having multiple commonalities and literally being the same person. Please allow us to review our data before adding records left, right, and sideways!!
  • Guest
  • Jul 27 2024
  • Needs review
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  • Carol commented
    29 Oct 09:04

    And in addition to this vital requirement, the ability to choose whose record the gifts are added to. We currently add the donations from a page to the fundraiser who owns the page, using Blackbaud Links. A much better and more useful product than the NXT integration currently on offer

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