Edit the options for a PeopleFinder process

  1. Access the process page of the PeopleFinder process for which to edit options.

  2. Under Step 3, select Edit on the action bar and select Process options. The Edit PeopleFinder process options screen appears.

  3. Under Match confidence, select the minimum match confidence criteria of the records to import from the process results.

    Tip: Typically, you can commit a solid match or strong candidate without further confirmation. We recommend you verify a reasonable or possible match to ensure it is the correct information for your constituent.

  4. Under Name, phone, and deceased information, select how to handle updated last names, phone numbers, and deceased statuses.

    Warning: The process may return another last name associated with a constituent, but not necessarily the last name currently used by the constituent. For example, the process may return a maiden name or a misspelled version of the last name.

  5. Select whether to import any changes to last names returned by the process. If you select to import the name change, select whether to update the last names on the constituents’ records with the returned name or add the returned last names as aliases for the constituents. If you select Replace the last name currently on the constituent record with the returned last name, select whether to add the last name currently on the record as an alias.

  6. Select whether to import any new phone numbers returned by the process. If you select Add new phone number from PeopleFinder, select the phone type and information source, such as PeopleFinder, to assign the new phone numbers.

  7. Select whether to import new addresses returned by the process. If you select Add new address from PeopleFinder, select the address type and information source for the address. You can also select the address type for the former primary address, as well as setting the new address from the process as the primary one.

  8. Select whether to import any changes to deceased statuses returned by the process. If you select to import this information, the program follows the Life Changes rules configured in Constituents.

  9. Select Save. You return to the process page.