Release 4.6.4 - April 12, 2023
What’s new
It’s Now Easier to Remove Duplicates
In this release, we’ve made several deduplicate enhancements making it much easier to detect and remove duplicate contact records from your Sumac database. This means:
- Better data accuracy: Duplicate records in your database are harmful to the overall quality of data. With this enhancement, you can easily remove duplicates and improve the quality of your data, which will lead to better reporting and decision-making.
- Save time: Manually searching for and removing duplicate records is time-consuming. This enhancement includes robust technology to help identify and clean up duplicates, saving you time and money.
- Reduce Errors: Having duplicate contact records leads to errors. With this enhancement, you can quickly clean up duplicates, so you know you’re accessing accurate donor, client, member, and volunteer information - no more confusion or errors.
The deduplicate enhancements in this release include:
Updated Deduplicate Interface
We updated the interface for reviewing duplicates to make identifying duplicates easier. Now you can review a list containing two or more contacts that are suspected to be duplicates, rather than searching for duplicates letter by letter!
From this screen, you can choose to:
- Review each instance of suspected duplicates
- Ignore the contacts who are suspected as duplicates
- Or select, and then merge the suspected duplicates
If you would like to review suspected duplicates, you will be taken to a screen that will let you see a side-by-side comparison of the details of the suspected duplicates. You can also choose to manually update a specific field with an updated value if needed.
Suspected duplicates that are ignored will be remembered by the database and will be excluded from future results.
Automated Duplicate Detection
This release includes robust technology that automatically detects when suspected duplicates exist in your database. When duplicates are detected, they will be shown in your dashboard, so you can take action.
This detection runs intermittently in Sumac. Your Sumac Administrator can also manually trigger the system to start a full scan for duplicates by going to Utilities > Sumac Administration > Suspected Duplicates Full Scan.
Improved Deduplicate Search Logic
We also enhanced the logic Sumac uses to identify suspected duplicates. Sumac can now more accurately determine if contact records might be duplicates by reviewing:
- Contact Last Names
- Contact First Names
- City
- All entered phone numbers
- All entered emails
- Organization Name
The search logic is smart enough to consider one letter differences to account for typos, as well as the first two-character matches in names to account for nicknames.
Do you have any other ideas on how we can help you better manage duplicate records? Send us your thoughts and feedback by contacting us using product@silentpartnersoftware.com
Updated Help Links
In this release, we updated the help links you see throughout Sumac.
This will provide immediate access to help articles and support, to help improve the user’s overall experience.
As always, you can access all our help articles and other helpful resources by going to https://support.sumac.com/portal/en/kb/sumac
PCI Compliance update: Support For Bambora Security Tokens
Over the last few releases, we’ve introduced updates related to PCI compliance, including updating our integration with IATS and Stripe to use security tokens instead of the legacy method of encrypting and storing credit card information.
In this release, we added Bambora to this list of payment processors with updated integration using security tokens.
Notable Bug Fix
Issues viewing GYO (Custom/Case Management) Records: Some of our customers have had difficulties viewing new and historical GYO records. This issue was observed by a few customers - and for those who have experienced it, the issue does not seem to occur in all of their GYO modules.
If you are still encountering this issue after this release, please reach out to us using support@silentpartnersoftware.com.
We would love to hear your feedback about the changes made in this release. Please let us know at product@silentpartnersoftware.com
Our products got an upgrade!
Some screenshots and help videos have been made using older versions of our products. Though your version's colours and themes may appear different than what you see here, the instructions, links and advice in this article are still accurate and useful!
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