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CiviCRM Duplicate Contacts: How to Find, Prevent & Merge Duplicates

Pooka & Co

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CiviCRM Duplicate Contacts: How to Find, Prevent & Merge Duplicates

47 просмотров · 2 недели назад
Pooka & Co
15 подписчиков
47 просмотров · 2 недели назад
Duplicate contacts are a common challenge in CiviCRM - so how do you prevent them, identify potential matches and safely merge records without losing important data? In this CiviCRM Scotland Meetup, Aidan Saunders of Squiffle Consulting explains how CiviCRM deduplication works and demonstrates how to manage duplicate contacts in practice. We cover: 🔹 Why duplicates happen and how to prevent them 🔹 How CiviCRM dedupe rules work 🔹 Supervised vs unsupervised matching 🔹 Using fields, weights and thresholds effectively 🔹 Finding and safely merging duplicate contacts 🔹 Batch merging, backups and detailed logging Hosted by Pooka & Co, the CiviCRM Scotland Meetup brings CiviCRM users together to share knowledge, ask questions and learn from each other's experience. Our online meetups are open to CiviCRM users in Scotland, across the UK and further afield. #CiviCRM #OpenSource #CRM #DataManagement