Duplicate Constituent Overview

Personify helps prevent duplicate records so organizations can keep their database records accurate and detailed.  Duplicate processing only applies to Individual and Company records.

Duplicate data can be unknowingly entered through data entry, importing records by lockbox, and importing mailing lists for marketing purposes.  Each of these processes has a different purpose, so managing duplicate records may have a different process as well.

Duplicate product orders can be created if each customer record has an order for the same product.  All orders and payments are merged to the retained customer order, regardless of whether the order is a duplicate.

Note: You must manually cancel duplicate orders or line items to resolve this issue.