Identifying and merging duplicate records

Many parish staff struggle with maintaining accurate data, including the common occurrence of duplicate records. The Mission Suite has an easy way for you to query duplicate records, study them from several data points, and emerge the two records, delete a record, or create a new record. 

1. Login to the application. From the Home page, click on the People Profile icon.

 

  

2. click on the Merge Records icon    to begin comparing two records. 

3. On the Merge Records screen, you will select the records to compare by clicking on the dropdown menu for each record. You can filter your search by typing in the first few letters of the first or last name, as shown below.

4. Next, scroll down the entire window and for each data point, select which item is correct for the new, merged record. NOTE: For Journey Point experiences selected, all history and roles will be included in the final merged record.

5. When you have completed the comparison, click Merge. The two records will now be merged into one.

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