The Find Duplicates tool allows you to easily locate profiles that may share the same information. We recommend using this tool and other 'data-maintenance' strategies monthly to keep your information as accurate as possible.
Locate the Find Duplicates tool under Individuals → Merge Individuals → Find Duplicates. (If 'Individuals' is not seen in the left menu, your organization has customized to the term used to describe member records. Simply look for the first menu item at the top of the left-hand navigation and expand this).
The criteria for what the duplicate tool filters are defined along the top. The member record being compared is in the LEFT column and the potential duplicates are found in the RIGHT column.
These records match exactly on the name (first/preferred name and last name), email address or home or cell phone number outside of families.
To compare potential duplicate information, use browser tabs to review multiple records. The shortcuts below are available when clicking on the member name link to open each record in another tab:
In the additional tabs opened, compare the duplicate member records and correct if needed. Multiple records may need to be reviewed to fully remove the record from the list.
A: There is currently not a way to hide a duplicate record. We plan to add this feature in a future update.
A: Sorting is currently listed based on the oldest record added to the newest. We hope to add filter options in the future.