Add birth date to auto-pick criteria
We have several imports that do not include a unique identifier. "Birth date" is included in these files so it would be very helpful to have this available. This additional criteria should include "First name, Last name, and Birth date".
Art Bryman commented
We need this functionality for the opposite reason - we need to EXCLUDE matches where the birth date does NOT match. We have many records where the donor does not give us a suffix, but parent and child have the same name, address, and email, and the DOB is the only difference.
Can"birth date" can be added to "Auto-pick exclusions"?