In the Tasks menu, you have an option entitled Potential member duplicates. A search engine detects potential duplicates when a new profile is created.
If the system detects a potential duplicate, it will automatically flag the profiles.
The list contains all the profiles identified by the system.
By selecting a member, the side panel will open to your right, and you'll see one of two statuses:
Exact match: first name, last name, and date of birth are identical.
Partial match: first and last names look the same, and the date of birth is identical.
The Action button's Manage menu lets you perform three actions:
Ignore: the profile will stay on your list, and you will review it later
Keep: you want to keep the two profiles, and the system will not flag them as potential duplicates in the future.
Merge: you will keep only one of the profiles.
As you do an action, the list will be updated so you can continue tracking the duplicates.
Note: we are applying the same process here as in the rest of the system, you can see and merge only profiles that belong to you or any of your sub-organizations.
A notification will also appear in the member's profile, advising you that this is a potentially duplicate member.
