Patrons CRM
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Database
Manage Duplicates
Search Criteria for Identifying Duplicate Records
1min
The Manage Duplicates feature searches your database for duplicates using the following criteria. If two or more records match any of the below conditions the record is returned as a possible duplicate.
- Email Username (anything before the @ ) + Last Name
- First Name + Last Name + Company
- First Name + Last Name + City
- Phone + Street Address + City + State + ZipCode
- Phone + Street Address + City + State
- Phone + City + State + Zip
- Phone + City + State
- Phone + First Name
Note: if you choose to ignore a duplicate that record will no longer come up as a possible duplicate on subsequent searches.