R1 – Release Notes
This week’s new features:
Related Results – a new feature that uses your original search terms, and then returns additional records that have the same email address or postal address as the record you’re reviewing. This feature helps you discover additional records with insights like giving history, demographic records, and professional history.
Related Email Results use a records email to find other records with that email – a great tool for learning about professional and giving history. Related Address Results will return any record with the same address information. This applies only to records with a full address (Address 1, City, State, Zip). We consider Address 2 to be an optional field, but when available it is included in any Related Address searches. These searches can return spousal records, household and family records, past and present neighbors and building tenants, as well as coworkers.
So how do you find related results?
- Run a Standard or Advanced Search
- Click on a record to expand the Search Details
- Review your related results, which load along with your search details
Your related results will appear to the left of the Search Details map. As demonstrated by the card below, each related result is labelled with how the match was made, and provides you with identifying information on the new record.
You might not get related results for every one of your searches, but when you do get a match it’s likely there will be several – maybe even hundreds! To view each of these records, use the slider at the bottom of the cards to scroll through them. We have suppressed related records that don’t have a ful match. That means you just get matches that have value to you.
Each related result is located on the search details map. All Related Address Results share the exact same address, so they also share a pin on the map. This is a blue marker with a star icon. Sometimes Related Email Results are form different addresses or even geographic areas. These additional locations are mapped as well, but instead they receive a grey map marker with a number that corresponds to the result card.
To view the exact record represented by the related results cards, click on the cog button on the top right corner of each card. This will open a new tab and automatically run a new search that delivers the full record to you. Pretty cool, huh?
That’s it for this week. If you have a question about related results, or just want to chat, pleaes don’t hesitate to reach out to our support team at Support@donordossier.com
Keep an eye out for additional blog posts, including announcements on Merges, Dossiers, and Profiles!
Donor Dossier Support
P.S. Seriously – if you have any questions or need help send us a quick note to Support@donordossier.com.