Hi Joan,
If there is one single record that perfectly matches your tribute record, you can turn on auto-pick and IOM will choose that record for you:
Hi again Amanda, Just checked one of our profiles and it's already set up for Auto Pick:
Is there something else that we should be doing?
Thanks!
Joan
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Joan Ganley
Is there a way to bypass repeat Duplicate Searches when I am importing honour/memorial tributes? I might have 10 Bob Smith in my import and once I Match to Selected Record on the first one and the remaining 9 are exactly the same constituent, I have to keep matching every single one. Plus, I am also creating a relationship to another constituent - so there are actually 20 matches.
Thoughts??