Add New CSuite Profile Matching Options
When matching CSuite profiles and looking for duplicates, please add:
1) Conditional Logic (If/Then) – Use conditional logic and allow Users to choose which fields (name, address, email, phone) to use, and to set the order of those fields (Ex: If name matches, then match on address).
2) Match on Address – Recognize and flag profiles with the same address on the duplicate screen.
3) Fuzzy Matching – Recognize slight differences in names (Bob/Robert), and addresses (1234 E Elm St/1234 East Elm Street) and other information due to spelling variations, abbreviations, and typos.
Amy Staufenberg
shared this idea
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Amy Staufenberg
commented
In Campaigns, when typing a campaign event guest’s name into the Add Profile Campaign Guest field, CSuite searches and gives you a list of all the profiles associated with the name/info you typed in. You can then choose one of those existing profiles, or create a new guest name. We would like the same options to exist when adding a new csuite profile – when you type in a name, it returns results for any profile associated with that name/info and you can choose to use one of those, or create a new profile.
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Rosie Ogawa
commented
This would be an amazing addition!