On March 14th 2020, we released a new NeonCRM feature to reduce the number of duplicate accounts created from online forms: the Account Match & Queue.
Previously, a new NeonCRM account was created whenever a constituent fills out a donation, membership, event registration, etc. form without logging in first. You could prompt constituents to log in using Encouraged Log In. Also, if Automatic Email Authentication was turned on, the constituent would be automatically logged in if clicking a link from their email inbox. However, many organizations still struggled with duplicates which had to 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, the Partial Match Queue will allow you to merge these potentials in just three clicks. This can also be done for multiple matches at once, providing a bulk account merge.
Here's an example.
Luis Gutiérrez is an existing donor in Agloe Nature Center's NeonCRM. The first email address on his account is firstname.lastname@example.org.
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 (email@example.com) match the existing account, this donation will be added to Luis's existing account.
We're thrilled to be able to offer this improvement to duplicate prevention & management.
In addition to the new Account Match & Queue, some existing NeonCRM features will be renamed.
- The Duplicate Manager menu item will become Duplicate Management to encompass the new features.
- The Duplicate Manager tool will become the Duplicate Scan.
- Encouraged Login will become Login Prompt.
- Automatic Email Authentication will become Email Link Authentication.
The Account Match & Queue will be made available for all NeonCRMs on March 14th, 2020. If your CRM was created after this date, this feature is on by default. If your CRM was created prior to March 14th, please follow the steps here to begin using the Account Match & Queue.