To adjust, you will need to manually re-link the incorrectly linked constituents.

To prevent this from occurring for future transactions, however, you will need to change your search and duplicate constituent criteria options: 
 
If running version 7.91 or lower:

  1. First, the auto-linking processes by checking your Duplicate Constituent Criteria in Business Rules. These will need to be checked and possibly changed depending on your organizations preferences. To check this, go to Config, Business Rules, Duplicate, Criteria, Individuals or Organizations. On the right, you will see the fields and character limits you use to determine if a record is a duplicate or not. This can be changed to broaden or narrow your duplicate criteria.
  2. After checking Duplicate Constituent criteria, auto-link uses your search preferences in the Open a Constituent screen to further specify. Within your transaction grid, click on a cell under RE Constituent and then press F7.
  3. Within the search screen, ensure that all of the following check boxes are unmarked.

    • Check spouse name
    • Check alias
    • Check contact name 
    • Check nickname

    When these options are marked, transactions may improperly link based on alias or contact name. After making these changes, your transactions will link properly.

    If running version 7.92 or higher:
    1. First, the auto-linking searches based on the Duplicate Constituent Criteria and the related options in Business Rules. These options should be checked and possibly changed depending on your organization's preferences. These option can be found by browsing to Config, Business Rules, Duplicates.  
    2. After checking Duplicate Constituent criteria, auto-link uses your search preferences in the Open a Constituent screen to further specify. Within your transaction grid, click on a cell under RE Constituent and then press F7.  
    3. Within the search screen, ensure that all of the following check boxes are unmarked.

      • Check alias
      • Check contact name
      • Check nickname

      Note: The search options are user options and need to be set for each user.