Run the full duplicate constituent search process

1. From Constituents, select Duplicates.

2. Select Full duplicate search.

3. Select Edit process.

4. On the General tab, select Fast process, Detailed process, or Custom settings. For more details about each type, see Fast Process, Detailed Process, and Custom Settings.

• The Fast process duplicate search is designed for speed and efficiency. In this mode, the search process filters out as many records as it can based on matching parts of the constituent name, email, phone, address, and other features. This type of process will generate fewer results than the detailed process, so there is a possibility that some duplicates may be overlooked.

• The Detailed process duplicate search that will take longer than the “fast process” but can potentially find more duplicates. This process uses fewer filters to exclude potential matches. It will generate more results than the fast process and may catch some duplicates that the fast process misses.

• Select Custom settings to run a duplicate search based on comparison settings you define. You can choose which constituents to compare, which filters to apply, and the minimum confidence level for two records to be considered a match. Because the selections you make on the Custom settings tab can cause the search process to run for an extended period time, we recommend that you use the fast process or detailed process option.

5. If you select Custom settings on the General tab, review and configure search process options on the Custom settings tab. For detailed information about each setting available, see Full and Incremental Duplicate Search Matching Optionsand Filters.

6. Select Save.

7. To begin the duplicate search process, select Start process. The Recent status tab displays information about the process as it runs. After the process is done, the “Completed” status is displayed along with a green checkmark.

Warning: The time required to run the search process can be lengthy. The duration depends on multiple factors, including the number of records being compared and the search process mode you select. If you run the process with custom settings, the custom settings you choose can also effect the process duration.

8. After the search process is complete, run the Duplicate Constituents Report to view a list of constituent records identified as potential duplicates by the process. For more information, see Run the Duplicate Constituents Report.