Preparing for Statements: Review Duplicate Contacts
- Chuck Robinson |
- 15 steps |
- 2 minutes
Duplicates are the bane of database records because they can cause so many errors. But we know that mistakes happen so I.T. can work with you on rectifying these issues.
There is a special tool only available to MP administrators that helps clean up duplicates. The only problem is...since we don't attend everyone's church we can't naturally distinguish between one record and another. So, it is up to your church to help determine what is the CORRECT record. You do this by looking under Contacts for the names of the duplicate records. More on this below.
1
Navigate to [https://mp.ptdiocese.org/mp](https://mp.ptdiocese.org/mp/0/2/)
2
Click "Contributions"
3
Click "Statements".
4
Change your view in the Views dropdown
5
Click "Review: Duplicate Contacts"
6
Don't panic! Let's just focus on last year's data (this year's statement date by searching for the current year. In this case, 2023. To open the column search box, please click the magnifying glass for that column (not pictured).
7
For this year as an example type "2023 and hit [[enter]]"
8
These were duplicate statements generated for last year's giving in January of this year.
There's a way we can locate duplicates in the system in another place...
9
On the left hand menu click "People Lists"
10
Click "Contact Relationships".
11
Click the magnifying glass next to "Relationship".
12
Click into this text field to start your search
13
Type "Duplicate and hit [[enter]]" (no quotes of course)
14
Don't panic (again!). The number of records returned is actually at most double the number of contacts because for every real contact there is a duplicate (or 3 or 4, etc). Click a record
15
From here you can see that MP has 2 records for "Dunwoody, Linda" for example. Each of the jump links will take you to a contact record (one unique contact record for each). You can no start researching which of these records is correct.
