How do I find duplicates?

Anonymous Blackbaud User

You can create a task that will find duplicates. After finding the duplicates you will then have to either remove the duplicates or merge records into one single contact record.

1. Click on Data Management.

2. Click the Tasks.

3. Click the Create a New Task link and then click Duplicate Finder.

4. Enter a name and description for the task, then choose the criteria that you want to search by. You will want to choose to match on Same E-mail Address.

5. Save the task and run it. To run the task click the Run (green checkmark) button under Actions.

When the task has completed, you can see the results on the To Do List tab. To resolve the duplicates by merging records, click the results of the task in the To Do column. The red X is the Remove button. Be careful using this as it does not remove the contact record, it only removes it from being a duplicate.

The middle button is the Compare button. When you click it you go to the Compare Duplicates screen. From here you can select the Master Record and compare the two records side by side. The Master Record is the one you want to keep active and merge data from the other record into. I'm guessing that since you are using Member ID that you will choose the master record based on this. This ought to be a fairly easy process if the data in both records is the same. Just continue through the merge process, the screens will give you some guidance.