How do I de-dupe a constituent from the constituent’s record?

Jeana Hollingsworth

1. Search for a record.

2. Notice that there are duplicate records:

3. View one of the records.

4. Click on “Find Duplicates”.

5. Select search criteria and click on “Select”.

6. Select the master record and click “Next Step”:

7. Select the duplicate button:

• In the right column above there are three boxes you can select from:

• • The left button brings up a new window to preview the constituent record.

  • The middle button takes you to the next step of the de-dupe process.

  • The right button marks the records as “not a duplicate”.  Once the records are marked as “not a duplicate”, they will never show up again in a duplicate search.  This is typically used for “John Smith” scenarios.

9. Select which fields to move over and click “Save”.