Exclude Duplicate Interactions

The program allows duplicate interactions for constituents. Select Exclude duplicate interactions to prevent duplicate interactions during a merge.

Note: If you select Exclude duplicate interactions, the Interactions merge task runs slower because it compares each source interaction to each target interaction.

The Interactions merge task regards interactions as duplicates when they have the same values in each of the following fields:

• Contact method

• Expected date

• Actual date

• Event (if it applies to the constituent)

If a field is blank on the source and target interaction, the merge task ignores it. If the merge task excludes a source interactions, the merge task does not delete it. Instead, the Interactions merge task does not associate it with the target. The excluded interaction remains in the program until you delete the source constituent. If you select Delete source constituent when you configure the merge process, the merge removes the interaction along with the source.