We tested having both Fully and Semi Automatic settings and matching fields: First Name, Last Name, and all options for the email address (personal, work, etc.) -
When we had it set to Fully Automatic, the system created duplicate contacts in salesforce.
When we had it set to Semi, the system took a new contact who donated and created them in temporary contact when it should have been a completely new contact but not temporary?
Help!
When we had it set to Fully Automatic, the system created duplicate contacts in salesforce.
When we had it set to Semi, the system took a new contact who donated and created them in temporary contact when it should have been a completely new contact but not temporary?
Help!
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