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Duplicate Constituents and Merge Tasks Guide11/08/2020Blackbaud CRM 4.0 Duplicate Constituents and Merge Tasks US 2016 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced

How to fill out duplicate constituents and merge

How to fill out duplicate constituents and merge

1. To fill out duplicate constituents and merge, follow these steps:
2. Identify the duplicate constituents that need to be merged.
3. Make sure you have the necessary permissions to merge constituents.
4. Access the constituent management system or database.
5. Search for the duplicate constituents by name, ID, or any other identifying information.
6. Review the search results and select the duplicate constituents that need to be merged.
7. Open the constituent profiles of the selected duplicates.
8. Compare the information in each constituent profile and determine which information should be retained in the merged record.
9. Start merging the constituents by transferring or copying the relevant information from the duplicate profiles to a single master profile.
10. Update any references or connections to the duplicate constituents, such as linked records, activities, or relationships.
11. Once all the necessary information has been transferred and updated, save the changes and close the constituent profiles.
12. Perform a final review to ensure the merged constituent record is accurate and complete.
13. Document the merge in the constituent management system or database to keep a record of the process.
14. Repeat the process for any remaining duplicate constituents that need to be merged.

Who needs duplicate constituents and merge?

1. Duplicate constituents and merge functionality is useful for organizations or businesses that collect and manage constituent or customer data.
2. Some situations where duplicate constituents and merge feature is needed include:
3. - When multiple records for the same person or entity are created due to data entry errors or system glitches.
4. - When merging duplicate constituents can help consolidate data and improve data accuracy.
5. - When managing large databases with thousands or millions of records, where duplicates are common.
6. - When maintaining a clean and organized constituent or customer database is crucial for business operations and decision-making.
7. - When providing personalized and targeted messaging or services to constituents or customers requires accurate and consolidated data.

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What is duplicate constituents and merge?

Duplicate constituents and merge refers to the process of identifying and combining multiple records of the same entity or individual in a database to ensure accurate and streamlined information management.

Who is required to file duplicate constituents and merge?

Organizations and entities that maintain a database of constituents, such as nonprofits, educational institutions, and other organizations that manage donor or member information are required to file duplicate constituents and merge.

How to fill out duplicate constituents and merge?

To fill out duplicate constituents and merge, one typically needs to identify duplicate records, verify the information against original data, choose the primary record to retain, and consolidate relevant data fields into the chosen primary record.

What is the purpose of duplicate constituents and merge?

The purpose of duplicate constituents and merge is to improve data integrity, enhance data management efficiency, reduce redundancy, and maintain accurate records within an organization's database.

What information must be reported on duplicate constituents and merge?

Information that must be reported includes the identifiers of the duplicate records, details of the combined data, changes made during the merge, and a report of the actions taken to resolve duplicates.