Duplicate records

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

Related articles

• Page:
  Accounts and Contacts
• Page:
  Duplicate records