In spring 2020, we will be releasing a new NeonCRM feature to reduce the number of duplicate accounts created from online forms.
Currently, a new NeonCRM account is created whenever a constituent fills out a donation, membership, event registration, etc. form without logging in first. You can prompt constituents to log in using Encouraged Log In. Also, if Automatic Email Authentication is turned on, the constituent will be automatically logged in if clicking a link from their email inbox. However, many organizations still struggle with duplicates which must be merged with the Duplicate Manager.
The login portal, Encouraged Login, Automatic Email Authentication, and the Duplicate Manager will all remain features. However, this new feature will step in before a duplicate is formed. Once turned on, it will compare incoming data from a form with existing accounts. If an exact name and email match is found, Neon will add the new data to the existing account.
If the data is close but not an exact match, another new feature will allow you to quickly merge these potentials.
Here's an example.
Luis Gutiérrez is an existing donor in Agloe Nature Center's NeonCRM. The first email address on his account is email@example.com.
Right now, if Luis donates to Agloe again, navigating to their website & filling out a donation form without logging in, a new account for Luis will be formed.
Next spring, however, Agloe turns on this duplicate prevention feature. Then, Luis can go to the website and fill out the Public Access donation form. Once he submits the form, Neon will check his information against the database. Since his name (Luis Gutiérrez) and email (firstname.lastname@example.org) match the existing account, this donation will be added to Luis's existing account.
This feature is still in development, so more exact information will be available closer to the release. If, however, you are dealing with duplicates, consider that this process will be simplified in spring 2020. We're thrilled to be able to offer this improvement to duplicate prevention & management.