Have a way to Keep as Separate or Merge Duplicate Constituent Records

Running the duplicate constituent report gives a list of duplicates but there is not a way to indicate that records should be merged or kept as separate. This causes the same records to appear over and over each time you run the report. Also the only way to "merge" records if they have made it past the Potential Duplicate screen is to delete one of the records.

  • Melanie Northcutt
  • Jan 26 2018
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