Duplicate Profile Management

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    Alyson Scolaro

    When you are merging a duplicate, are you able to choose which username to keep?

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    Jay Fitzmaurice

    Hey Alyson! The Username (and Password) that is utilized is going to be the Keeper profile's. I hope that helps clarify!

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    Jay Fitzmaurice

    Hey there Marci! "Find A Duplicate" is only an Action for Individual or Linked Profiles, not for Organizational Profiles. If you're looking at an appropriate profile and still don't see the action item, please reach out to our Help Team so we can assist!

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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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    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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    Marci Hickey

    I will reach out - because these are individual memberships - it was there but now it's gone!

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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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    Sarah Weber

    Is there a reason that we can't merge duplicate Organizational profiles? Why is this only a feature for individual profiles? Thanks!

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    Jay Fitzmaurice

    Hey Sarah! If you run into a lot of duplicate Organizational profiles, be sure to leave us feedback so we can consider implementing it as an option for them, too.

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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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    Jay Fitzmaurice

    Hey Ryan! Utilizing "Find a Duplicate" is the quick way to search for those duplicate profiles. Merging can only be done one at a time, because you cannot un-merge a profile afterwards, so it's good to do these one at a time.

    I find the best way to reduce the occurrence of duplicates, if this is something you run into, is to utilize more communication options with users who are taking your Forms. Adding to your Login Labels with additional details for those folks who might not realize their email is already in the system for a reason and that they can simply reset their password can go a long way!

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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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    Marci Hickey

    Logged in this morning to update some profiles, and the "find duplicate" option has disappeared from the Action list.  Any advice on where it went?

     

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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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