In Nonprofit, Gift Entry Creates Duplicate contacts, Person Accounts Ignoring Duplicate Rules

公開日: Oct 16, 2026

説明

With Nonprofit Cloud, users should first use the Donor Lookup to search for an existing donor.

If the user enters a donor's name, email, and phone number > and then clicks Save, it will create duplicate contacts (even if the contact already exists with the same details).
The user can use the Donor Lookup to find the match manually.
Gift Entry currently does not run the Duplicate Matching Rule when it is Saved.

ナレッジ記事番号

001920439

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