04/22/21 Tip

The New & Improved Matching Tool

Before you can make edits or add details to an income record that has been generated through an online portal, you must first link the income record to an existing constituent (or create a new constituent.) This is a manual process called matching that ensures income records are always linked to the correct constituent.

The new Matching Tool has been rolled out through-out Compass-360 and now includes salutations to help maintain cleanliness to your data.