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