Check for Possible Duplicates

On the Account Settings page for an account record, you can search for possible duplicates for any account. When duplicates appear, you can select to merge accounts or leave the accounts separate. eTapestry uses the following fields to identify possible duplicates.

  • Account Name

  • Email

  • Address (does not include abbreviations such as St.)

  • City

  • Postal Code

  • Phone Numbers

  1. From an account, click Account Settings. The Account Settings page appears.

  2. Under Links, click Check for Possible Duplicates. The Possible Duplicates Report appears.

  3. For each possible duplicate, review the matching information.

  • If the accounts are duplicates, click Merge These Accounts. The Merge screen appears. For more information about how to merge information on the accounts, refer to Merge Accounts

    Note: When you merge an individual account into an individual account, the name information for the duplicate account appends to the target account. When you merge an individual account into another family or business account, the name information for the duplicate account removes from the database.

  • If the accounts are not duplicates, click Not Duplicate Accounts.