| 1. | On the batch data entry screen, click Validate on the toolbar. |
Note: The duplicate record check screen appears for Constituent batches.
When the validation finds a possible duplicate constituent, “This constituent might be a duplicate” appears under the constituent in the grid.
| 2. | Click the message. The Duplicate record check screen appears. |
Warning: The Possible duplicate matches screen will not appear if you turn off matching via the Enable/disable matching configuration task in Administration.
The box displays the information entered for a new constituent in the batch. The grid displays information about possible duplicate constituents found in your database. In the grid, the % Match column displays the likelihood that the constituent from the database is the constituent entered in the batch.
| 3. | To determine whether the constituent entered in the batch is already in your database, compare the constituent information from the batch with the information about the possible duplicate constituents. |
| • | To replace the new constituent in the batch with a constituent in the database, select the constituent in the grid and click Replace with selected constituent. You return to the batch data entry screen. |
| • | To keep the new constituent information in the batch, click Ignore. You return to the batch data entry screen. The program flags the constituent as a new constituent so it does not include the constituent information if you validate the batch again. |
| • | To neither replace nor ignore the constituent information, such as if you require additional research before you decide whether the constituent is a duplicate, click Cancel. You return to the batch data entry screen. |