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  • Contact Creation

    I have run in to a new issue where "Fully Automatic Creation" is creating duplicates. I have left the default settings and assumed that if First Name, Last Name, and Email match - it will NOT create a new account/contact. I am not only ensuring that the First Name, Last Name, and Email match - but in the Virtual Terminal I am selecting "Existing Patron" so I know for sure it is matching. Yet every time, it creates a new Account/Contact. Here is the order number of the last transaction that created the duplicate 60278-190806123750049. I have also extended your access for another 3 days. Note that this is a Salesforce+NPSP integration. Please advise.
    Last edited by OneTenthConsulting; 08-06-2019, 12:31 PM.

  • #2
    Good day @OneTenthConsulting

    I have moved your latest post as a new thread since it is not related to the original post. We will review and get back to you shortly.
    Regards,
    Click & Pledge Support Department

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    • #3
      We reviewed and found that the reason for creating new contact each time because you have selected Email and C&P Alias Email in match fields but the existing contact email is mapped to the Personal Email field. You need to select the Personal Email in the Match Field to avoid the duplicates.

      Click image for larger version

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      Regards,
      Click & Pledge Support Department

      On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

      Join us @ the educational webinars: https://clickandpledge.com/webinars/
      Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
      Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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