Resolve Duplicate Constituents

When you add a constituent record through batch, import, or the Add an individual or Add an organization screens, Altru automatically runs the match confidence calculation to verify that the incoming record does not already exist in the database. If the new constituent's match confidence score falls within the range defined for possible matches, Altru flags the record as a potential duplicate. Use the duplicates resolution screen to decide whether to update the existing record or add a new constituent.