Each time you create a new community member, Synergetic searches the database for any possible matches. This is to reduce the chance of duplication of information. However, the user can still force Synergetic to create another person and possibly create a duplicate record. The Community De-Duplicator program is a system maintenance tool that allows you to merge duplicate records together into one main record.
How does it work?
The de-duplicator searches the community database according to specific criteria that you set and finds any matches that could possibly be duplicates. From this list of matches you can then select to merge two duplicate records.
Important Note: This program is very powerful and rights to it should be very restricted. This is because you are essentially editing people's records and associated Synergetic tables. Be careful!
The community de-duplicator program does not merge community and address details together, only related tables.
It also verifies and stops if any of the following conditions are met:
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You cannot merge from finance related records, so if one is a donor and another is a parent, merge from the donor record into the parent. Also, make sure you do not merge one person with a spouse into the opposite record's spouse.
To de-duplicate finance constituencies:
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