PeopleFinder Process Page

When you create a PeopleFinder process, the program automatically generates a page for the process. On this page, you can view information about the process, such as when it was last run, the constituents included in the process, and its description. You can also view whether the program creates an output selection when you run the process. To access the process page from the PeopleFinder tab on the Data Tune-Up page, select the process to view and select Go to process on the action bar.

From the process page, you can walk through the steps to run the PeopleFinder process. To search for people who match the constituent information in your database, you must first create and run a submit process. With the submit process, you select the constituents and addresses to include in the search and send the data file to Blackbaud.

After Blackbaud updates the constituent information in the submitted data file, the primary or secondary contact at your organization receives a notification that the file is ready for retrieval. To upload the update file from Blackbaud, you must run the retrieval process.

When you upload the update file from Blackbaud, the program generates a PeopleFinder batch with the information included in the file. The batch contains a ranked list of people who match the constituents included in the update file, along with updated contact information.

To update your records with the constituent information, you must commit the batch. Before you commit the batch, we recommend you review the update file uploaded from Blackbaud. You should also select which match confidence ranking to commit to the database and how to handle changes to last names, phone numbers, or deceased status.

Depending on your system role and security rights, you can also manage the PeopleFinder process from its page.