Ensuring that your database is free of duplicates is important. It helps you keep a single view of your supporters, ensures you don't accidentally contact someone twice, and keeps your reporting accurate.
link Finding duplicate people
Beacon automatically scans your database and flags up groups of people who appear to be duplicates. You can merge these people in a couple of clicks, or skip the suggestion if you'd prefer not to merge them.
In your views drop-down list in the top left of the people list page, you'll see a Suggested duplicates option.
On opening the page, Beacon will present you with a list of suggestions for you to consider merging, and the reason for the suggestion:
If you click Merge all, Beacon will automatically merge the people into one person record.
If you don't think the suggestion is correct, click Skip, and we won't suggest merging them again.
link Criteria for duplicate suggestions
We use the following criteria:
- Email match (priority 1)
- Name + address match (priority 2)
- Name + phone number match (priority 2)
- Partial name + address match (priority 3)
- Partial name + phone number match (priority 3)
The priority mentioned above affects the order in which the suggestions appear. We're keen to make sure you see the records that are most likely to be duplicates at the top!
link Finding duplicate... anything!
When filtering records (e.g. people), you can use the is not unique option to find records that have duplicate values.
This is useful for non-people record types, as the duplicate suggestions interface above is a much faster way of merging.
For example, if you wanted to find a list of all organisations that have duplicate names, you could use the following filter:
Similarly, you could do the same for payments, based on the external id field:
When you find duplicates, you can merge them to keep your data nice and tidy:
link Considerations for different field types
The "is not unique" filter option is currently available for the following field types:
- Person name
- Short text
As such, you can use this feature to find duplicate values for any kind of record (not just people and organisations!), including custom record types and fields that are specific to you.
There are few special considerations when using the "is not unique" option that are helpful to be aware of: