Mismatched People Records
People Records must be matched properly. The four main People records are: Contact, Participant, Donor, and User.
How People Records Are Related
The relationships between these four people records follows strict rules and should be observed in all cases.
- The Contact is the main record and may also point to a Participant, Donor, and User.
- The Contact has a one-to-one relationship with Participant, Donor, and User.
- A Participant should always point back to the referring Contact.
- A Donor should always point back to the referring Contact.
- A User should always point back to the referring Contact.
If these rules are observed, there will never be more than one Participant, Donor, or User pointed to a Contact.
Data Record Card
The Customer Portal Report Card will give an A grade when no Contact records are mismatched.
Contacts can be mismatched in the following ways:
- Mismatches:
- Participant mismatched with Contact
- Donor mismatched with Contact
- User mismatched with Contact
- Multiples:
- Multiple Participants pointed to the same Contact
- Multiple Donor pointed to the same Contact
- Multiple User pointed to the same Contact