Prevent duplicates in the future

Recommendations:

  • Validate data via webforms.
  • Before manually inputting a new record, search for a constituent in three different ways using First/last name, email, and phone number.
  • Create a standard operating procedure when creating new records requiring first name, last name, email, and phone number.
  • Keep the data up to date.
  • Keep on top of the data deduping process by checking for duplicates at least once per month.
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