6 hours ago
I’m trying to set up a Dedupe scenario in DemandTools v5.45.3.0 where I only merge Contacts who have donated in the last 3 years.
My goal:
• Object: Contact
• Criteria: Only include records where the Contact has at least one Closed Won Opportunity in the last 3 years (opportunity is a related record)
• Action: Merge duplicates based on matching rules like email, first name, and last name
The challenge I’m running into:
• I can’t find a way to limit my Dedupe scenario to only those Contacts who donated within that timeframe. How can i fillter out these
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