Adding a new individual from the Add a Relationship form does not trigger constituent matching.

Users have the ability to add new constituent records from the Add a Relationship form. When adding a new individual with this form, CRM does not check for or attempt to match existing records.
 We are currently evaluating this issue for a fix in a future service pack.

Steps to Duplicate

1. Open a constituent record
2. Click on Relationships (tab) > "Add individual"
3. On the "Related Individual" field click the New button.
4. Fill out the form with constituent information that should trigger a match to an existing constituent.
5. Click save and note that matching does not occur and a new record is created.


 Blackbaud CRM

Was this article helpful?