Avoiding duplicates in donor records and regular records SD322/347/348
Need a way for donors who donate without logging in but do have an account to be linked to their other profile so we don't create unnecessary duplicate accounts. Ideally when you type in your email it would have a flag that says, this email is already in the system, do you want to log in and then make your donation" or something like that. There is also a nuance of donations not being lumped together by household when we would want one $500 donation by one member to be lumped with the $500 donation made by the spouse so the household would have Peak Society status.
Also would like a flag when someone tries to create a new member record for an account that already has an email in our system with perhaps same last name.
Completed website duplicate prevention Jun 2015.
Completed Salesforce duplicate identification and began using dedup processes in Aug 2015.
If someone who already has an account creates a new one with the exact same information there is no warning given that there may be an account already associated with that info. It would cut down on a large number of the brand-new duplicate contacts each week if there was a warning.
There are three parts to this:
1. Preventing people from creating duplicates accounts in Plone
2. Handling donations and purchases in Plone without logging into an account
3. Finding possible duplicates in Salesforce.