Merge Duplicate Constituents

After you search for duplicate constituents in the database, you can remove duplicates by consolidating information on matched records through merge processes. You can configure how a merge process handles conflicting data. For example, if names are different on matched constituents, you can choose whether to keep the target's name, source's name, or whichever name is most complete. You can also choose whether to delete the source constituent or mark it inactive after the merge.

The duplicates search processes and merge processes work in tandem. The duplicates identified by searches provide the data sources for merge processes. For this reason, you should schedule the search and merge processes to run at similar intervals.