Is anyone out there using something other than email address to look up accounts? In an effort to reduce dupe accounts we're thinking of using last name and phone number. But the ForgotLogin method only uses email so wondering if we'd have to use the GetConstituentInfoEX method to do this.
If you are using something other than the email address, how is that working for you? Is it cutting down on dupes?
I am interested as well in this. We do have a lot of duplicates. I was thinking of creating custom functionality for this that would encapsulate what we thought would be the necessary checks for duplicates. Then running it through the webapi executelocalprocedure method.
Hi Gloria,
We use first name, last name, constituent ID (what we call member number), and phone number. We compare those to the constituent's info in the following manner:
The member number must match.
First and last name together must match on name 1 OR on name 2.
Phone number must match any number on their record.
If all of those tests pass, we send an e-mail to the constituent's primary e-mail address.
-Morgan
Did you write a custom call for this?
From: Tessitura Web Forum [mailto:forums-tessitura-web@tessituranetwork.com] On Behalf Of Morgan L'Argent Sent: Wednesday, September 30, 2009 5:12 PM To: Gloria Ormsby Subject: Re: [Tessitura Web Forum] Account Lookup Using Something Other Than Email
From: Gloria Ormsby <bounce-gloriaormsby5026@tessituranetwork.com> Sent: 9/30/2009 8:34:44 AM
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Yes. Since the API normally won't return this kind of data without a logged in constituent, we created a local view (called through GetLocalData) that is keyed off the constituent ID. This view returns name 1 and 2, and all of the phone numbers on record. Programming on the web side does a comparison and sends off an e-mail if they match the values submitted by the user.