A key challenge while maintaining constituent information (on Almabase or on your database), is avoiding duplicate records of the same person. Duplicate records can happen for various reasons and it’s important to have an easy and predictable way to fix those.
That’s why we decided to bring in some changes and enhancements to the feature.
Predictable merge process
Thanks to your feedback, we understood that our current merge process was very unpredictable. You couldn’t be sure of what information is being used and what isn’t.
That’s why we introduced a new review screen. This is where you can review and decide what information you want to keep, and what you’d like to ignore while merging.
Most duplicates are created when users sign up with different email IDs and the system can’t detect that it’s the same person. Since merging these duplicates is important, we created a section where you can access all such pairs first.
All you need to do is, log in to your admin dashboard, go to “Users” > “Duplicates”.
We improved the algorithm that was being used to compute the confidence score associated with each pair. There were a few key factors that weren’t given enough weight in the earlier algorithm. You’ll notice that the confidence score is a much better reflection of two records being potential duplicates now.
All of these enhancements are already live on your Almabase platform. Go ahead and give it a shot now!
We’re always looking for ways to make your processes simpler and this is yet another step in that direction. Let us know if you face any challenges with duplicate records and we’ll be happy to help you out!
Pro tip: You can also find a duplicate record from an individual person’s profile page using the “Merge Profiles” button. Visit any profile from the directory to try it out.