Ideas

Add new Record Source column to Person Duplicate List and Duplicate Detail blocks

Note You are not authorized to edit this feature.

Add new Record Source column to Person Duplicate List and Duplicate Detail blocks

19.0 CRM Complete

A new RecordSourceValueId property was added to the Person entity in v18. Adding this as a new column in the Person Duplicate List and Detail blocks would help to make faster duplicate merge decisions. This can be added as a Custom Column but having it as a native column of the block would enable this block to render faster with lots of results versus something like this.
{{ Row.PersonId }}
{% assign person = Row.PersonId | PersonById %}
{{ person.RecordSourceValue }}

See:
https://prealpha.rocksolidchurchdemo.com/admin/general/defined-types/118
https://prealpha.rocksolidchurchdemo.com/reporting/data-integrity/duplicate-finder

Photo of Ben MurphySubmitted by Ben Murphy, Harvest Bible Chapel Pittsburgh North  ·   ·  CRM
Photo of Jason HendeeComplete Jason Hendee, Spark!  · 
Planned Version 19.0
Ministry Strength 1 / 5
Login to add a comment...

Submission Success Tips

Cultivate your ideas for maximum impact with these helpful submission tips that will increase the chances of your brilliant concepts becoming reality.

  • Clear Title: Craft a straightforward and descriptive title that instantly conveys the essence of your idea.
  • Concise Description: Provide an idea description that is succinct, ensuring it effectively communicates the concept without unnecessary verbosity.
  • Provide Additional Details: With a concise description complete, now provide any other details that are needed to better understand the requirements.
  • Thorough Ministry Need Review: Provide a comprehensive overview of the ministry need your idea addresses, emphasizing its significance.
  • Cover the WHY: Clearly articulate the rationale behind your idea, explaining why it's essential and how it aligns with the organization's goals and mission. Oftentimes a clear "why" sheds light into other possible options.