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  6. How do I fix duplicate records being created when a donor uses a different email address?
KR
Director of Advancement
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How do I fix duplicate records being created when a donor uses a different email address?

Broaden the range EA uses to determine a new constituents before creating the record.
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DA
Development Director
0
The text is a set of instructions for searching using different criteria: street address, zip code, and/or last name.
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Jeimy I.
JI
Jeimy I.
Digital Organizer
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create your list--> then at the top with all the little icons hit duplicates--> you can search for duplicates (will bring up people with same last name- address- phone) or you can select the two from your list and merge (x) duplicates.
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Jeimy I.
JI
Digital Organizer
0
You can search for duplicates, which will bring up people with the same last name, address, or phone number, or you can select the two from your list and merge duplicates.
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KR
Keith R.
Director of Advancement
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It is hard to set up a welcome series of trigger emails when new records are created using the email address as the only criteria.
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