Deduping and Merging Contacts

For Pro clients, a GivingData user with the permission to manage contacts will be able to merge contacts identified as duplicates.

From the Contact Details modal, users have the option to merge a contact record with another contact record by selecting the yellow “Merge With Duplicate Contact” button at the bottom of the screen. 

A new modal will pop up to search for similar contacts. The user should type in the name of the duplicate contact, and select the appropriate contact in the dropdown list that appears as they type.

Next, the user will be asked to select the Master Contact record which will replace the Duplicate Contact record.

Then, the user will be asked to select the specific data points to incorporate into the Master Contact record.

The user will be asked to confirm the selected action.