Manage Duplicate Profiles

The system creates new records for donors who give online when data is new or different in any of the following fields: first name, last name, phone, or email.  Additionally, staff create profiles as they complete their work tasks, so sometimes duplicate records occur. Both records can be deleted, edited, or merged as needed. Regularly scanning your site for duplicate records is recommended.
Note: work phone numbers are excluded from duplicates.

1. Navigate to the Profiles page.
2. Click Duplicates in the left-side menu.
3. Click on a Name, Email, or Phone Number to review the Duplicate.
   
   

Duplicate Profile Options

Ignore

If you determine the profile is not a duplicate (i.e. they are different people or organizations), then click Ignore in the left-side menu.

Ignored Profiles will be grayed out on the Manage Duplicate Profiles page.

Click Un-Ignore in the left-side menu to un-ignore a profile.

Merge

1. If you determine the profile is a duplicate and you want to merge it, then click Merge in the left-side menu.
   
   
   • If there are three or more Duplicates, then click into the Profile to complete the merge.
     • Click the ID of the Profile that you want to merge.
       
       
     • Click [merge] for the Profile you want to merge.
       
       
2. Click <-Swap To/From-> to choose the Profile you're merging into.
   
   • Verify that any existing recurring donations will be on the Resulting Profile. 
   • You may also select the radio buttons to individually select the data that is being kept from each profile.
     
     
     
3. Click Process.
   
   

Tag Merge

Tag Merge adds Duplicates to the Merge Queue until the merge is approved. 

1. Click Tag Merge from the left-side menu.
2. Click <-Swap To/From-> to choose the Profile you're merging into.
   • Verify that any existing recurring donations will be on the Resulting Profile.
     
     
3. Click Add to Merge Queue.
   
   

Merge Queue

1. Click Merge Queue in the left-side menu on the Duplicates page to review Profiles in the Merge Queue.
   
   
2. Click [delete] to remove the duplicate submission or click [merge] to combine the Profiles.
   
   

Mark As Reviewed

Click Mark As Reviewed in the left-side menu after all duplicate records have been reviewed.

• • Use this when your queue is cleared of all items except for those that have been ignored because it will clear your entire queue.

List Reviewed

1. Click List Reviewed in the left-side menu to see previously reviewed duplicates.
2. Click [unreview] to make profiles that were previously ignored un-ignored.