Patrons CRM
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Database
Manage Duplicates
Search Criteria for Identifying Duplicate Records
1 min
the manage duplicates feature searches your database for duplicates using the following criteria if two or more records match the following 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