Live Duplicate Checking

Community > Contacts > Contact Tab

Duplicate checking is part of the Name/Company fields.

As you are entering new contacts into your database, discover potential duplicate contacts directly from the Add Contact screen. Potential duplicates will be displayed as you type in their last name and/or company name.

Continue reading “Live Duplicate Checking”

Merging Contacts

Maintenance > Merge Contact

DonorSnap provides an automated tool to move all of the activity records (Donations, Notes, Volunteer hours, etc.) from one Contact (Old Contact) to another Contact (New Contact).  This tool is useful when duplicate Contact records are discovered in your system and you want to consolidate all activity under one Contact. Continue reading “Merging Contacts”