Duplicate Management Tool

Kathryn MarshSoloway

Hi there--

Have there been any discussions around adding the capability for users in RE to add fields to the duplicate management tool? Would love to see a feature where you could see the constituent coding before deciding to merge in the tool.

Thank you!

Jen Claudy

If you don't know, you can click on the name at the top of any column in the DMT and open the full RE Constituent Record.  This would let you then see the Constituent Code.


This also means you can uncheck [Inactive], [NVA], etc. boxes as needed because RE considers checked checkboxes as data to merge.  Meaning you have an Active record and an Inactive record to merge where the Active record will be the surviving record.  When you are done merging, the surviving record will be marked as [Inactive].