To search for duplicates for a single constituent

Note: To search for duplicates for all constituents, click Data Management > Duplicate Management. See Duplicate Management for details.

1. Click Constituent360 > Constituents. The Constituent Search page displays.

2. Search for the Constituent and click Edit in the Actions column. The Profile page displays.

3. Click Find Duplicates (below the Contact Information and Constituent Information Highlights section). The Select Criteria window opens.

4. Select the options to match in the records and click Select. The Duplicate Records section displays.

   Note: If no potential duplicates are found, click Done.

5. If the records are a match, merge them together. If the records are not a match, assign one to a different Constituent or delete the record.