NEW FEATURE REQUEST

Merge Duplicates

Showing 13 of 868

Add option to create relationship in the merge duplicates tool

Add option to create relationships in the merge duplicates tool, e.g. employer and employee, husband and wife
6 months ago in Merge Duplicates 0 Not Prioritized

Ability to lock a constituent record so that it cannot be merged

We have many records of people with similar names and sometimes these records get merged when they shouldn't be. It would be great if we could lock VIP records to prevent them from being merged or deleted.
11 months ago in Merge Duplicates / Profile 0 Not Prioritized

See an alert on the constituent profile if they have any potential duplicates

See an alert on the constituent profile if they have any potential duplicates so that you can review & resolve the duplicates while you're already working on their profile.
12 months ago in Merge Duplicates / Profile 0 Not Prioritized

Don't show potential duplicate matches between and individual and organization when they have an employee/employer relationship

We are receiving hundreds of possible duplicate between an individual and an organization because they match on a shared item like phone number, address, email that is listed in both. Many of our constituents are employees of businesses we work wi...
12 months ago in Merge Duplicates 0 Not Prioritized

Confirm Merge when selecting "merge selected" from the duplicate screen

In the Duplicate Constituents screen, if you select "Show More Details" in the individual profile, select the profile you want to keep, and click "Merge Selected", you get a confirmation window that says "Confirm Merge". This should also be a safe...
over 1 year ago in Merge Duplicates 1 Not Prioritized

Check for potential duplicates when creating a new constituent

Check for potential duplicates when creating a new constituent so you can update the existing constituent right away instead of checking the duplicate constituents tool later.
almost 2 years ago in Merge Duplicates 0 Not Prioritized

Merging "opted out" of email interests

When merging duplicate constituent records, I noticed that under Communication Restrictions, a "Do Not Mail" restriction was carried over from one profile to another, but an "Opted Out" under Email Interests was not. This should be a field that ta...
over 2 years ago in Merge Duplicates 2 Not Prioritized

Filter the duplicate list to a specific kind of match criteria

It might be easier to work through a large list of duplicates if you could focus on a particular kind of duplicate to work through in a batch. Possible filters might include: Only email matches strong matches recent matches where one of the consti...
over 2 years ago in Merge Duplicates 0 Not Prioritized

Show a potential duplicate match even if only the phone numbers match

If two constituents have identical phone numbers but their names are spelled differently, show them as potential matches in the duplicate report.
over 2 years ago in Merge Duplicates 0 Not Prioritized

Selectively keep some information from the merged constituent when merging duplicates

When merging two duplicate constituents, keep some information from the original record (created date and account number, for example) and some details from the newly created record (primary address, for example).
over 2 years ago in Merge Duplicates 1 Not Prioritized