Duplicate Records

To avoid multiple records for the same individual or organization, you can review a list of potential duplicates when you add new records. After you enter the first and last name for an individual, or the name for an organization, the number of records which match it appears. To see the list of matched constituents and related individuals and organizations, select Possible duplicates found.

Tip: Each record in the list matches the name of the individual or organization. If you enter additional details — such as address, email, or phone information — the match results improve.

To use an existing record rather than add a new one, select the name of the individual or organization.