Managing Duplicate Contact Records

Duplicate contacts can occur over time, especially when imported files lack sufficient matching data. DonorDock makes it easy to review and merge duplicates.

Option 1: Use the Possible Duplicates View

1. Navigate to Contacts

2. Use the view dropdown and select Possible Duplicates

3. Review flagged records

4. Check the boxes next to two contacts you want to merge

5. Click Merge in the toolbar

6. Select which record to keep and confirm

After merging:

• Gifts, activities, notes, and other history remain connected

• Extra details from the other record are carried over when possible

• The unused record is moved to Archived Contacts

Option 2: Merge from the Contacts View

1. Navigate to Contacts

2. Check the boxes next to any two contacts

3. Click Merge in the toolbar

4. Select the record to keep and confirm

Dismiss a False Duplicate Match

Sometimes, two records are flagged as duplicates even though they are not.

1. Go to Contacts and select Possible Duplicates

2. Select the flagged pair that should not be merged

3. Click Dismiss and confirm