During the constituent import process, is it possible to identify possible duplicate constituent records so that they can be excluded from the import? I am familiar with the duplicate report that can be run after importing the new records. Thank you!

Using this strategy if no one else has thought of a different one they use ... We have a list of emails and possibly names from another product and we wish to import them (if a name exists) to RE. Since the names are not required we do NOT want to check for duplicates by name, but will check by Email...

Hello, We are brand new to Student Billing and I'm sure there are simple ways of doing things, but we haven't had any training yet and need to get invoices out to our parents within the next couple of weeks, I am sorting through our conversion database of students/individuals and I have a few...

Helen, I'm going to step back and ask a basic question. If I recall correctly you're fairly new to RE and still getting some of the RE jargon down. Do all these people have records in RE: the mail list, the foundation list? If yes, can you create a query with the records for each list? If so...

I would be considered a control freak but I can tell you we have a clean, accurate db. I strongly agree with the others posting that de-duping/deleting/merging records should not be a right given to most RE users. It is a complex process and most of the time you would be unable to un-do any mistakes...

Our organization is currently reviewing whether it is a good idea to have volunteers or interns with the ability to De-dupe the database. I have written a detailed process to try to explain the steps required to do this and hope they will understand the complexity of this process. However, i would like...

Hi I'm currently working for the Battersea Dogs & Cats Home, we currently out source a large proportion of our Direct Debit payment processing to CAF. We are currently experiencing a lot of difficulties with the reports they provide as well as inconsistencies such as duplicate records i.e. same...

When we get a gift from a John Smith on 123 Mission St and we have a John Smith in our database at 654 Walnut St we have been using LexisNexis to see if it is the same person. We are now getting rid of our LexisNexis service, so I wanted to see if there was something cheaper out there that can help us...

Hi, My organization has a pretty good number of constituents who are married, but each spouse has their own profile. I want to work on merging those profiles, but before I do so I wanted to see if anyone was successful in creating a specific query to help find these profiles. Currently, I'm pulling...

Helen, First ? - When you have a record for both spouses do they have a relationship link? (Do they appear on each other's records as 'spouse'?) If not, you will need to create these relationships. When they have a relationship link one of them is identified as "head of household (HOH...