Resolve Duplicate Constituents in a Batch

When you validate a constituent or revenue batch, the program automatically runs a duplicate check to find any existing constituents that may match constituents in the batch. If the match confidence score for a pair of constituents falls within the range defined for possible matches, the program flags the incoming record as a potential duplicate and displays an exception in the batch data entry grid. To view information about the possible duplicate, select the message and use the duplicate resolution screen to decide whether to update the existing constituent or add a new constituent record.