Add "Use selected record" to the duplicate search window when called from Relationship menu of the relationship window

When user creates individual record and system finds suspected duplicate(s) there is an option (button) to "Use selected record". When user creates individual relationship RE performs exactly same search but window with results doesn't have the option to use selected record. Users have to close this window and perform manual search anyway which makes the duplicate search kind of useless in this instance. A lot of users just tend to click "Continue with save" creating duplicate records.

  • Guest
  • Mar 14 2013
  • Planned
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  • Guest commented
    March 18, 2016 00:05

    Jenn, I dont think that's been fixed. There is no "Use selected record button" when duplicate search is called from Relationship Menu of the Relationship window. I am using 7.93 patch 2. Moreover the system still uses 2 completely different search algorithms. In the new duplicate management tool for example I have record with 5 possible duplicates. When I open one of the suspect records and click on Constituent->Duplicate Search I get message no duplicates found... Where there should be 5... on another suspect record this command only shows one duplicate instead of 5... I will be creating case about it on Monday.

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  • Guest commented
    March 18, 2016 00:05

    Has this been fixed yet?

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