Potential Duplicate Notification template
I used the template from the MS power platform showcase and it seems to work really well. However, there are several records that are obviously not duplicates because the apartment number is different. Is there a way to limit potential duplicates and remove those when the address is completely different? It is set to strict search.
Comments
-
Hi @Shalena Stelzig! So glad it's helpful for you! On the apartment number issue, the flow doesn't do anything to evaluate matches, it just uses Raiser's Edge native search to try to find records with similar addresses. If false address matches are problematic, you could delete the address search steps from the flow entirely. You could potentially also do an evaluation in Power Automate where you compare the addresses and eliminate them from the digest if they are similar but not exactly the same. Either of these solutions would result in NOT getting a notification about two records with addresses “123 Main St” and 123 Main Street". I've found that every database has at least one apartment building where lots of their supporters seem to live, and when those pop up I would do a quick scan and mostly ignore them. So I would decide based on if it's more annoying to get the apartment building notifications and ignore them, or if it's more annoying to miss a potential address match. ?
I believe strict search applies only to names, but may be wrong about that, does anyone know for sure?
1
Categories
- All Categories
- 2 Blackbaud Community Help
- High Education Program Advisory Group (HE PAG)
- BBCRM PAG Discussions
- Luminate CRM DC Users Group
- DC Luminate CRM Users Group
- Luminate PAG
- 186 bbcon®
- 1.4K Blackbaud Altru®
- 389 Blackbaud Award Management™ and Blackbaud Stewardship Management™
- 1K Blackbaud CRM™ and Blackbaud Internet Solutions™
- 14 donorCentrics®
- 355 Blackbaud eTapestry®
- 2.4K Blackbaud Financial Edge NXT®
- 616 Blackbaud Grantmaking™
- 542 Blackbaud Education Management Solutions for Higher Education
- 3.1K Blackbaud Education Management Solutions for K-12 Schools
- 909 Blackbaud Luminate Online® and Blackbaud TeamRaiser®
- 207 JustGiving® from Blackbaud®
- 6.2K Blackbaud Raiser's Edge NXT®
- 3.5K SKY Developer
- 236 ResearchPoint™
- 116 Blackbaud Tuition Management™
- 160 Organizational Best Practices
- 232 The Tap (Just for Fun)
- 30 Blackbaud Community Challenges
- Blackbaud Consultant’s Community
- 18 PowerUp Challenges
- 3 Raiser's Edge NXT PowerUp Challenge: Gift Management
- 4 Raiser's Edge NXT PowerUp Challenge: Events
- 3 Raiser's Edge NXT PowerUp Challenge: Home Page
- 4 Raiser's Edge NXT PowerUp Challenge: Standard Reports
- 4 Raiser's Edge NXT PowerUp Challenge #1 (Query)
- 71 Blackbaud Community All-Stars Discussions
- 47 Blackbaud CRM Higher Ed Product Advisory Group (HE PAG)
- 743 Community News
- 2.8K Jobs Board
- Community Help Blogs
- 52 Blackbaud SKY® Reporting Announcements
- Blackbaud Consultant’s Community
- 19 Blackbaud CRM Product Advisory Group (BBCRM PAG)
- Blackbaud Francophone Group
- Blackbaud Community™ Discussions
- Blackbaud Francophone Group