Excel export to identify potential duplicates to assist with easy data cleanup.
To access the report:
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Go to Data Entry>People>Duplicates
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The list can be downloaded as a spreadsheet to facilitate a review of each potential duplicate
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If two records are NOT duplicates, the "Not a Dupe" on the right side of the page can be clicked and those records will no longer return as potential duplicates
Note: If you use a ChMS integrated with V2 such as Rock, Ministry Platform, or PCO, merges should be done there first and NOT in V2.
V2 actively runs duplicate detection every time a new Individual or Organization is manually created. To prevent the creation of duplicate profiles, V2 attempts to match the incoming profiles.
Despite the process, duplicates can still be created:
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Donor registers for an online account with a physical or email address that does not match an existing profile
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Donor registers for Text to Give and provides and email address that is not already on their existing profile
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Donor creates a login account through a Church Management System
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V2 Admin manually imports profiles
https://www.screencast.com/t/DZ4b2HrRL