How can we help you today?
Duplicate Searching
4 CommentsSorted by Oldest First
Hi Joan,
If there is one single record that perfectly matches your tribute record, you can turn on auto-pick and IOM will choose that record for you:
if you're importing name and address, then you can select to auto-pick based on First & Last or Org Name, Address Block.
Please let me know if you have any other questions.
Thank you
Amanda
Omatic Software
Thanks Amanda - I'll give that a try.
Hi again Amanda, Just checked one of our profiles and it's already set up for Auto Pick:
Is there something else that we should be doing?
Thanks!
Joan
"
Hi Joan,
May I see a screen shot of the duplicate match screen during import? Try importing your file again - select to import in "Validation mode". When you are finished taking the screen shot you can hit the Esc key to cancel the import.
Thank you!
Amanda
Omatic Software
May I see a screen shot of the duplicate match screen during import? Try importing your file again - select to import in "Validation mode". When you are finished taking the screen shot you can hit the Esc key to cancel the import.
Thank you!
Amanda
Omatic Software
Help Desk Software
by Freshdesk Support Desk
Joan Ganley
Is there a way to bypass repeat Duplicate Searches when I am importing honour/memorial tributes? I might have 10 Bob Smith in my import and once I Match to Selected Record on the first one and the remaining 9 are exactly the same constituent, I have to keep matching every single one. Plus, I am also creating a relationship to another constituent - so there are actually 20 matches.
Thoughts??