Release Highlights

This release focuses on improvements to the record matching logic for DonorPerfect transfers to ensure that information from RSA can correctly match existing records in DonorPerfect.

Improvements

• When importing packages from a .CSV file, any PHP related error messages will display on the Final Step instead of after the import.
• Display message informing user of the number of patrons that successfully matched with donor records versus the number of newly created donor records
• Updates to Record Matching Logic:
• Initial filter for matches will include the Organization/Individual status of the RSA record.
• The filter for matches on ZIP will now require values to match on at least the first 5 digits so 9-digit ZIP codes are included.
• RSA will apply additional criteria as needed when filtering for matching donors to find the best match on a single record.