Potential member duplicates

Please note: To prevent the creation of duplicates, when registering a new member, the system will check whether the first name, surname, and date of birth match those of an existing member. If a duplicate is detected, the system will display an error message inviting the member to contact your organization to access the profile or create a new one.

Note: this is how the system works:

You can only view and merge profiles that are within your organization.

If you wish to merge a profile with that of an organization in the same region, you must ask your regional registrar.

If the profiles to be merged are not in the same region, you must contact your provincial registrar.

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.