Automate finding duplicate contact/member records
Is it possible to have a "check for duplicates" button? The only way I've been able to find them is to manually scan the contact list one by one, transfer info, and archive and delete the dupe.
Karol Taylor commented
Yes, please. I just reviewed over 5,000 accounts and now have around 3,000. Please see what you can do to help.
Wishing Away commented
Add the option for multiple email addresses so that we can merge duplicate accounts and keep the email addresses. This will help find alumni that try to sign up for multiple free trial accounts. Also please add a feature that checks if a user's account already exists based on pre-existing phone number, address, and credit card in the system
It would be very helpful to have WA key off more than just the email field for person. In today's world too many people have multiple email accounts. In addition to wasted admin time to export to excel, compare, then merge or update manually, the difficult here is the count of New records is inaccurate every single month. There needs to be a way for the software to take the burden off an admin for this data integrity effort.
Jennie Huo commented
Allow each contact to have multiple email addresses stored in their accounts. This will help spot people who try to sign up for a free trial with a different email address.
Robert Hertert commented
In real time would be good, but to keep it simple, just a utility that would provide a listing that shows suspected duplicates, and the admin could decide.
This is a basic support tool. I don't want this to come across the wrong way, but WA might not be highly motivated to assist users in reducing their number of contacts.
Ed Robichaud commented
Better database tools to prevent and/or manage duplicate contacts.
Duplicate contact- same email
Monique Jenkins commented
This would be so helpful. Especially since our members tend to move around to other agencies. Name recognition and/or email address should work fine for identifying them.
Annie Oxarart commented
I have too many people making duplicate accounts. We need a feature that will prompt users that they may already have a membership or be in our database as a contact.
I have seen security systems which will prompt you to "fill in the blank" for emails. If the software was set-up to recognize potential duplicates, it could prompt users with an “is this you” message and a fill in the blank email: joh.....g....@..er.....com
If the user recognizes this as a previous email they might have used for our organization, then we be given instructions on how to proceed. If not, then they can go ahead and make a new account.
This is problem for our staff in keeping the database organized, and for our members, who get very frustrated when they think they paid their membership but don’t realize they have two accounts and get issued a renewal reminder from the second account.
Why not let the admin set fields for finding duplicates? (perhaps with suggestions)
Personally I've found mobile phone number to be nearly 100%.
First and last name are worth a look but not definitive.
There should be an ability for an admin to bring up suspected duplicates and compare and merge if necessary.
It would be trickier to spot duplicates 'in real time' when someone is registering for an event with a different email, because of the privacy concerns mentioned below. But at least give the admins the tools.
AdminEvgeny Zaritovskiy (VP Technology of Wild Apricot by Personify, Wild Apricot by Personify) commented
How would you define a duplicate contact? What are criteria to recognize duplicates?
Jan Hodge commented
MVMA is also interested in an automated search for duplicate records to help streamline our monthly database maintenance.
Please, please give us a way to find/merge/remove duplicates. At least on the admin side. Swansea and sysadmin seem to be on the right track.
At the moment I'm trying to do it with our 2500+ contacts by exporting to Excel and finding them there. Not happy...
Martha Stone-Martin commented
As part of this feature, would like it to be possible to be able to import from excel, contacts that do not have email addresses but do not want to create a new record every
time we do an import.
James Bradley commented
This would be a great addition. Might it be possible to have a "duplication preventer" as part of the database? This would be automatic when someone attempts to join, the system would scan for that person using the Last Name, First Name and give the person a note that says someone with that Name has membership and tell them to contact the administrator guru for advise. I have a lot of members that have changed their email address and didn't/don't change their profile, which leads to re-joining and a duplicate membership.
Agreed. A way to filter duplicate contacts would be incredibly beneficial. The website I run is as a volunteer board member for a professional association. So, it is not part of my job and determining duplicates that are putting our site over our paid limit greatly inhibits effective use of time.
Greg Lennon commented
Helping an admin check for duplicate records is essential. It would be great to have several methods for searching for possible duplicates, followed by the "Merge?" option.
From past experience, we have never found a foolproof method to stop people from re-joining as new members and thereby creating duplicate records. So, we recommend having WA work on the admin-oriented deduplication feature, and not work on related user-oriented potential features.
This was easily solved in our previous Excel database and I agree with firstname.lastname@example.org:
Possibly break it down into multiple options:
Show me a list of contacts who have the same last name
Show me a list of contacts who have the same first and last name
Show me a list of contacts who have the same address (peel the first 3 characters of the address field, say) and postal code...
These are the things I manually do in Excel using conditional formatting to find duplicates. If I had the time I would probably tackle it with queries, but we're only dealing with 1500 or so profiles
Evgeny Zaritovskiy commented
No progress. See Product roadmap http://help.wildapricot.com/display/DOC/Product+roadmap for our current progress and nearest plans.
CCDA Info commented
Any progress on this? As with over 1000 members in our system, and dealing with people who are better at fabrication than they are with computers and remembering their own email address, this would greatly help me to consolidate our membership database.