The dedupe interface is generally awesome, but I have two feature requests that have emerged from frequent users.
- Adding a line item for the middle name field would be helpful, and spare agents from having to hop out of the merge screen for cases where the record we're merging has a middle initial but the record we're keeping does not.
- We talked about this one at this week's DS checking. For every merge, agents have to scroll down the merge screen to view the Last Donated field, as the most recent details entered by the donor are usually the most accurate. The proposed remedies were two:
a) Make it so that the CID with the most recent donation date defaults to being on Right side of the interface.
b) Make it so that the top factors used by agents when merging populate at the top of the list. The main factors used by DS agents are: firstname, lastname, email address, home address, last_donated date.
It's likely that the MG team uses different criteria when merging. @LeanneS, would either of these two possibilities for changing how records appear in the merge window be more or less helpful? If b), what are the top factors MG uses when merging?