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numerous duplicate notifications where contacts appear to have nothing in common

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  • numerous duplicate notifications where contacts appear to have nothing in common

    Hi! In our org I have about 17 contacts who are showing up as potential duplicates on my own contact record - perhaps because way back when I processed a batch of people as attendees in the Box Office under my own email or something like that. I can't see anything on their contact records that would cause the duplicate error to be generated. Is it possible for you to take a look? I understand this might not be a C&P issue and I should put a ticket into Salesforce instead; thought it was worth checking with you first in case there is a C&P explanation. If I should contact Salesforce instead, just let me know.

    My contact record is 0031J00001U7OY4QAN

    Org ID is 00Do0000000I2hr, and I've granted access.

    Much appreciated,
    Maggie

  • #2
    Hi [email protected] ,

    When you say "duplicates", what do you mean? Are you referring to the C&P Aliases? (that Contact record has 9) Because these are not duplicates - these are variations of your information that you have used on C&P payment forms, and then processed as Temporary Contacts. As your Aliases records increase, C&P does a better and better job of matching to existing Contact automatically - because we match against both the information on the Contact record, and the alias that has been previously matched.

    If you can get a screenshot of what causes you to think there are duplicates, I can verify.
    Regards,
    Click & Pledge Support Department

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    • #3
      Sure, here it is! These are actually not duplicates, but they are being treated by Salesforce as potential duplicates, even though there's nothing on the contact record (name and email address) that should prompt that.
      Attached Files
      Last edited by [email protected]; 09-09-2021, 12:19 PM.

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      • #4
        [email protected] ,

        This is strictly a Salesforce issue. I recommend that you go to Salesforce Setup and review your matching rules.

        Attached Files
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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