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Duplicate Constituents and Merge Tasks Guide 06/14/2013 Blackbaud CRM 3.0 Duplicate Constituents and Merge Tasks US 2013 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced

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What is duplicate constituents and merge?

Duplicate constituents and merge refer to the process of identifying and combining duplicate contacts or records within a database or system.

Who is required to file duplicate constituents and merge?

Administrators or individuals responsible for maintaining clean and accurate contact information within a database or system are typically required to file duplicate constituents and merge.

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Duplicate constituents and merge can be filled out by using data cleansing tools, manual review of records, and merging duplicate contacts based on predetermined criteria.

What is the purpose of duplicate constituents and merge?

The purpose of duplicate constituents and merge is to ensure data accuracy, streamline communication efforts, and prevent outreach duplication.

What information must be reported on duplicate constituents and merge?

Information such as contact details, account numbers, and any relevant data fields that help identify duplicate records must be reported on duplicate constituents and merge.

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