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Managing Duplicate Clients & Contacts

Duplicate contacts can occur when records are imported or entered more than once. Before deleting a record, confirm which contact is associated with active gifting plans.

Review Before Deleting

Compare recipient information, active plans, and upcoming gifts before removing a duplicate
record.


Duplicate Gifts

If duplicate contacts may have resulted in duplicate gifts, contact Support as soon as possible.


Preventing Duplicates

Search before adding a new client and update existing records whenever possible.


When to Contact Support

Contact Support if you're unsure which record should remain active or you believe duplicate gifts
have been scheduled.