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Duplicate records

    Duplicate records

    Aug 17, 2018

    We should avoid creating duplicate records. It isn't just a headache for staff, it also results in poor customer experience with CII.  For example, a person could end up with 2 profiles, one that gives access to her committee's Groups page and the other that tracked her attendance at a workshop. 

    Duplicates can be avoided by following a few simple steps before creating a new record.

    Sometimes however, duplicates happen, despite our best intentions.  This page also covers what to do when that happens.  

    Step-by-step guide


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