Manage Duplicate Profiles

The system creates new records for donors who give online and when staff creates a new profile. Sometimes there may be duplicate records. Both can be deleted, edited or merged as needed. Online donations will create a New Profile if the donor enters different data in any of these four fields: First Name, Last Name, Phone, Email. Therefore, you will need to regularly scan system Profiles for duplicate records. Note: work phone numbers are excluded from duplicates.

1. Navigate to Profiles.
2. Click Duplicates from the left-side menu.
3. Click on a Name, Email, or Phone Number to review the Duplicate. 
4. From the left-side menu, select one of the following:
   • Ignore - No changes.
     • The Profile will be grayed out on the Manage Duplicate Profiles page.
     • To Unignore a Profile:
       1. Select the Profile.
       2. Click Unignore from the left-side menu.
   • Tag Merge - Adds Duplicates to the Merge Queue until the merge is approved.
     • From the Manage Duplicate Profiles page:
       1. Select Merge Queue.
       2. Within the Merge queue window, click Merge or Delete.
   • Merge - Takes you to the Merge Profile window where you can merge information from one Profile to the other.
     • In the Merge Profile window:
       1. Click Swap From/To to choose the Profile you're merging into.
       2. Click Process.
5. After reviewing all duplicate records, select Mark As Reviewed from the left-side menu.