Introducing: Duplicate Profile Management

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7 comments

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    Gail McMahon

    I'm not seeing where to do this in our profiles. Is this only for certain users?

     

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    Jay Fitzmaurice

    Hey there Gail! This is a feature on our current platform, where as it looks like you are still on the Classic platform. This is why you are not seeing it. I hope that helps clarify!

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    Gail McMahon

    Thank you. I'd like someone to send me the info on switching - differences, costs, etc. 

     

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    Gail McMahon

    Because I thought we were to be switched a long time ago, but obviously we didn't or weren't. Thanks!

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    Jay Fitzmaurice

    Hey Gail, I just sent you an email with more information. I hope that helps!

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    Tara Jacob

    So glad you created this feature - it's something we specifically asked for! Now we can easily do this ourselves without having to waste time contacting your Support! THANK YOU!

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    Ryan Martz

    Is there a way to quickly search for duplicate profiles or do you have to do this on an individual basis? I am currently outlining a database clean-up project and merging profiles is one of these steps. Also, is there a way to reduce the occurrence of duplicates? If you take a form as a new individual on the admin side, it will give suggestions of profiles to use but it would be great if this was on the user side also.

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