When a constituent makes a purchase in web forms, a duplicate record is created for them in Altru. This occurs when one or more contact or address fields are entered that do not match their constituent record. Web forms require a 100% match for the constituent to prevent a duplicate record from being created. Fields such as Title, First name, Last name, Address, or email address, if entered differently than what is displayed on the record, will create a duplicate constituent.
In the 2.96 release of Altru, duplicate constituent matching was put into place for web forms. If someone enters different information from what is on their current constituent record, the system will review the duplicate settings and determine whether to match this record with an existing record (adding all information as secondary contact information to the record) or removing the duplicate completely.
To prevent a duplicate record:
Ensure that the name, address and contact information are entered to match the constituent record.
In Web, Web Payment Settings, mark the Enable Registration checkbox to allow patrons to register online. Note: This creates a link between the web form purchase and the constituent record by allowing users to associate passwords with their email addresses during checkout. When users log in to access forms, the program inserts data from the records in your database.