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Utilize Alias Field in Online Express Linking and Constituent Search
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Guest
- Jul 26 2021
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Will it work fine, I will try it for my work, waiting for more posts from you, run 3
While linking constituent profiles to their donations in the online express tab, the search function does not include aliases. This has led to issues with unknowingly creating duplicates and makes searches longer and more difficult in general. An easy fix would be to add the Alias field/attribute in the linking search, similar to how it is included when searching a constituent in the records tab (check box to include or exclude at the bottom of the window).