View the Details of a MatchFinder Online Organization Constituent Update

When you download information about organization constituents from the MatchFinder Online database, they download into uncommitted batches. From a MatchFinder Online batch, you can view details about the MatchFinder Online information. When you view the details, you can also select which information to update on the organization constituent record. To view the details of MatchFinder Online information, select the constituent on the batch data entry screen and select Details, Show details form on the menu bar. The Update constituent screen appears.

Note: To access the Update constituent screen for a selected constituent in a MatchFinder Online batch, you can also select the Show details form icon on the toolbar or press Ctrl + T on the keyboard.

When you view the MatchFinder Online detail, you can also specify which information to use to link to and update the organization constituent in your database.

For more information about how to review the detail information in a MatchFinder Online batch, see the “MatchFinder Online Integration” section of the help file.