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Workflow Person Search, but without Adding Person

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Workflow Person Search, but without Adding Person

Workflow

We would like the ability to do everything the "Person from Attribute Fields" does, but WITHOUT creating a new record.  Essentially, we could create a workflow that identifies a "potential match" that a worker could then verify in a second workflow step.  

Real Life Scenario: We have a digital connection card. an overwhelming number of people are entering their firstname, lastname, phone and email but in the firstname putting things like "Joe and Mary" instead of just a single name "Joe."  On the backend we have tons of extra records being created that then have to be merged.  The software assumes "Joe and Mary" is a new family member, etc.


Photo of Jon MorrissetteSubmitted by Jon Morrissette, Lakeside Christian Church  ·   ·  Workflow
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