What Should I Do with Duplicate Person Records?

Print Friendly and PDF

Duplicate person records occur if you import a list of records containing data for people already belonging to your Faithlife church group or if a group administrator accidentally creates a record for someone who already has a record in the system. Faithlife allows you to merge information from these records so that you can keep the correct, relevant information from each record and remove the duplication.

Skip ahead to:

Merge Records from a Notification

Merge Records from Your List

Merge Records from Notification

In most cases, Faithlife notifies you of the potential duplicate record(s) when you open the People section under the Admin panel. 

 

1. Review records

Click Review next to the record to open the Duplicate Information panel.

Note: If you click Ignore or Ignore all, Faithlife no longer notifies you or any other Administrators in your group about the potential duplicates.

2. Resolve duplication

Faithlife displays all information from both records. If the two records contain different information, such as birthdate or marital status, select the information you want to retain by clicking the corresponding radio button.

Delete obsolete or incorrect information, such as a phone number or address, by clicking the Trash icon . Some fields, such as Status, default to the most recent entry. To change the field entry, expand the dropdown menu and select your desired entry.

 

Faithlife allows you to retain multiple addresses and phone numbers. To edit the tags, expand the options by clicking the arrow icon .

 

3. Merge records

Click Merge to combine the records. Faithlife completes the action, displays All changes saved! and returns you to your People records.

Note: If you make a mistake or discover information requiring further investigation, click Cancel. No changes are made and Faithlife returns you to the main People section. The notification about potential duplicates continues to display in the People section.

Merge Records from Your List

If you discover duplicate records that Faithlife has not identified:

 

1. Select duplicate records

Check the boxes next to the duplicate records. (If you have more than two records that have been duplicated, such as three instances of a single person, select two records to merge; then repeat these steps again to merge the third record with the other two.)

 

2. Open Duplicate information panel

Click Actions and select Merge two records.

 

3. Resolve duplication

Faithlife displays all information from both records. If the two records contain different information, such as birthdate or marital status, select the information you want to retain by clicking the corresponding radio button.

Delete obsolete or incorrect information, such as a phone number or address, by clicking the Trash icon . Some fields, such as Status, default to the most recent entry. To change the field entry, expand the dropdown menu and select the correct entry.

 

Faithlife allows you to retain multiple addresses and phone numbers. To edit the tags, expand the options by clicking the arrow icon .

 

4. Merge records

Click Merge to combine the records. Faithlife completes the action, displays All changes saved! and returns you to your People records.

Note: If you make a mistake or discover information requiring further investigation, click Cancel. No changes are made and Faithlife returns you to the main People section.

Was this article helpful?
1 out of 1 found this helpful

Can't find what you need? Give us a call!