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Introducing: Duplicate Record Handling
David Simpson
October 30, 2019
Ensuring that your database is free of duplicates is important. It helps you keep a single view of your supporters, ensures you don't accidentally contact someone twice, and keeps your reporting accurate.
Beacon makes it easy to find and merge these duplicates, using the standard filtering system.
When filtering records (e.g. people), you can use the is not unique option to find records that have duplicate values.
For example, if you wanted to find a list of all organisations that have duplicate names, you could use the following filter:
Similarly, you could do the same for people, based on their email addresses, names, or phone numbers:
When you find duplicates, you can merge them to keep your data nice and tidy:
The is not unique filter option is currently available for the following field types:
Each of these is handled slightly differently. For example, if you filter by "Name (full)" then uniquess is determined by only the first and last name. The title (e.g. Mr) and middle name are ignored.
If you'd like to find out more about how to use this feature you can read the documentation. The docs include an explanation of how duplicates are found for each field type as well as a suggestion for how best to surface duplicates on your Beacon dashboard.
Duplicate Record Handling is now live and ready for your to try right now. Log in to check your records for duplicates.
Excited about how Beacon helps to keep your data squeaky clean? Got charity CRM questions for us? Fire off an email to david@beaconcrm.org or click the chat button in the bottom right corner of your Beacon dashboard.
