Organisation Duplication | Voters

Organisation Duplication

complete

Jared Matthews

Check to see if an organisation has already been created if creating a new organisation. Duplications should either be flagged or merged?

March 3, 2024

Spyros Kalykakis

marked this post as

complete

Hi all, that does search now for duplicates and flag them if they exist.

David O'Brien

Spyros Kalykakis How do you merge clients?

Spyros Kalykakis

David O'Brien: if we have duplicates, we would suggest inactivating one of them by setting an inactivation date. If we really have to merge them, it's via the API Admin. But accounting software and other integrations will need attention. Please send us a ticket if you need any merging

David O'Brien

I would 100% agree with this comment. It's too easy to duplicate clients. The organization creator should first do a search, but humans err, so maybe the system should always do that search for them. For example, when they start typing in the name, maybe Kompass could be searching the database.