You can look up potential duplicates by using our Potential Duplicate Report. You can find this on the Constituents Grid by selecting Actions and select Potential Duplicate Report.
Once you've selected this a pop up will appear that will allow you to select the type of search criteria you want to use.
You can select from:
- Exact Match on First and Last Names
- Exact Match on Company Name
- Soundex Match on First and Last Names
- Soundex Match on Last Name
- Exact Match on Email
- Exact Match on Default Email Only
- Exact Match on Phone Number
Once you've selected the criteria you'll select Run. This will then search the constituency for any records that match that criteria. You can then select merge on any records you want to merge.
If you want to clear these results you can select Clear on the dropdown criteria.