With multiple people managing donor information in your system, issues like duplicate donor records can arise, leading to inefficiencies and confusion.
Our Auto-Merge feature tackles this problem by automatically merging duplicate accounts in the background. It ensures your data remains accurate and up-to-date without the need for manual intervention. With flexible criteria to define how duplicates are identified, this feature streamlines data management, leaving you free to focus on donor engagement.
Features
- Automatic Background Merging: Every 30 days, Engage scans your database for duplicate records and automatically merges them, without interrupting your workflow.
- Customisable Criteria: Define how duplicates are detected by selecting one or multiple criteria. Options include matches for names, addresses, emails, phone numbers, and more, providing flexibility in how you identify duplicate records.
- Dynamic Duplicate Reporting: A continuously updated report lists all the identified potential duplicates. This list refreshes every few hours, giving you visibility into which accounts have been flagged for merging.
- Hands-Free Setup: Our team will configure the Auto-Merge feature for you based on the criteria you specify, so you can rely on a seamless setup process tailored to your charity's needs.
Benefits
- Enhanced Data Integrity: Automatically merge duplicate records to maintain a cleaner, more reliable donor database, reducing the risk of inaccuracies in reporting or outreach.
- Save Time and Resources: Free up your team from manually searching for and merging duplicate records, allowing them to focus on more important tasks like donor cultivation.
- Effortless Data Management: The auto-merge feature handles the behind-the-scenes work, giving you peace of mind that your data is continuously being optimised without additional effort.
Cost
- This tool is part of the N3O Engage CRM software at no additional cost.
Requirements
No specific requirements needed.
Time Required
No specific time requirement.
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