Any ideas on how I can make it so that if the incoming address is above my score threshold on the preferred address of the record then auto-select that address even if there are other addresses on the record that also score above the threshold?
I understand why you need to pop up the address processor if multiple addresses are above the score, but if one of those is the preferred one then that is an easy choice to make and you don't need to show me the other alternatives.
I have a lot of close addresses because of some bad AddressFinder imports (i.e. the address only differs by the +4 on the zip code). These both match with the same score because it only looks at the Address 1 line so it will ALWAYS pop up the address processing form even if I have already marked one of them as preferred.
currently I am fudging the score matches by checking the incoming address against the preferred address in AfterConstituentOpen (before address processing) and copying over the current RE data to the import file if it is close enough. For example, if the incoming data doesn't have the +4 but RE does then I copy the RE data to the import file so when the address is processed the zip codes match. I also do this for apartment numbers as many times incoming addresses will omit the apartment number or they will use # instead of Apt or something like that.
This has helped speed up my importing but I still get a lot of "ignore" clicking because of similar alternate addresses when I would always want to choose the Preferred address if it's an option (i.e. above my score threshold).
Definitely appreciate the feedback. One thing that doesn't factor into the similarity score is Address Type. So, let's say we've added this option as a checkbox in the similarity score section that says "If multiple addresses exceed similarity score and one of them is primary, select the primary". Let's also say you've selected that option. Now you have a constit with an address of type "Home" and you import the same address again but with the type "Business". Should it just update home if the address is the same and not create the business address? Or would the address type of the existing Home address update to "Business"? OR, instead, should our option be "If multiple addresses exceed similarity score and one of them matches by Address Type, or one of them is primary and no address type is specified, select that one"?
Thanks for your feedback guys, we definitely are interested in continuing to make ImportOmatic more Omatic-y!