Duplicate Records

Duplicate records can be managed by reconciling.

To View Duplicate Records

1. In People….List View

2. From the Functions button, select Show Duplicates. This will display a list of all the duplicate records on the database


To Reconcile Duplicates

1. In People…List View

2. From the Functions button, select Reconcile Duplicates

Select which duplicate record to keep by clicking the Master Contact checkbox in the top right corner

3. Use the arrows to the left of the fields to move data from the duplicate record into the record to keep

4. When ready, delete the duplicate record using the trash icon in the bottom right hand corner

5. Click the Show next selected duplicate button to move onto the next duplicate record and repeat. Click Close when finished reconciling


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