Manage Duplicates from Online Gifts

When someone completes a donation and registration form or gives through JustGiving, Raiser's Edge NXT uses the constituent details to automatically match them with an existing record. However, when multiple records exist and Raiser's Edge NXT doesn’t know which to update, it creates a new constituent.

To help you manage these records, you can identify possible duplicates when you review gifts and batches from online transactions.

• To review duplicate constituents, the batches include indicators next to constituent names. For more information, see Review Possible Duplicates.

  • Possible duplicate — Indicates Raiser's Edge NXT created a new record because there were multiple existing records, or the first name didn’t match. For more information, see Automatic Constituent Matching.

  • New — Raiser's Edge NXT didn’t find an existing record matching the constituent information from the form.

• To review gifts from donation forms before they are placed in a batch, from Fundraising, Gift management, select Online data review under Settings. For more information, see Online data review.