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Person Lookup

For all tasks which are focused around people (Create/update people, Credit volunteers with hours globally, Add/remove people from lists, and others), you have three options:

If none of these apply, IFI will ignore that record and continue on to the next.

For these people-focused tasks, you should always enable the “Person lookup” module, and provide it as many fields as you have available. The more data you give it, the better a job it will do in finding the person in VSys, and in sorting the most likely prospects to the top.

These are the fields that the person lookup module can use. All of them refer to the current person.

Field

Explanation

Example value

Family name

Last name

Doe

First name

Given name

John

Full name

Family and given name

John M. Doe

Middle name

 

M

Name backwards

Family and given name, family name first

Doe, John M

Gender

 

M

Phone

Any phone number. Any formatting is ignored

(888) 988-4467

E-mail

Any standard e-mail address, capitalization is ignored

support@ bespoke.com

Age

Age as of the current date

37

DOB

Date of birth. For dBase and Excel, enter dates so that the source program understands them; for tab-delimited, use mm/dd/yyyy format

04/27/1970

Address

First line of any address

PO Box 4406

City

City/town/village for any address

Clifton Park

State

State/province for any address

NY

Postal code

Zip/postal code for any address

12065

Person number

The Person number field on the Additional data panel

134

Reference ID

For people previously imported from VolunteerWorks or other programs, the ID they had in that previous application.

1698

See Also

Interactive File Importer (IFI)

IFI Tasks

Using IFI

Tools

IFI Module-Specific Notes

Notes On Fields and How They're Interpreted