Managing Duplicate Constituents

Duplicate constituent data can be a problem. Data entry errors and missing data can cause duplicate records in your database. Duplicate constituent data can be costly and it can skew statistics and projections.

Maintaining a "clean" constituent database requires an ongoing process of prevention and cleanup. The program provides tools that help you to identify and prevent duplicate constituents during data entry, as well as locate and consolidate any duplicate constituents saved in your database. This section provides an overview of the typical steps involved.

You can remove duplicates constituents saved in your database by consolidating information on matched records through merge processes. You can configure how merge processes handle conflicting data on duplicates.