With Tithe.ly ChMS’ built-in system for merging duplicate profiles, managing duplicates is easy. To merge duplicates, log in to the Admin Area and click on the ‘People’ link in the main menu.
Next, click on the ‘View’ menu, and select ‘Duplicates’.
This will load all the duplicates that have been detected. From there, click on the ‘Merge with duplicates’ link underneath the primary profile. The primary profile is used as the default if both profiles have information stored for the same field.
Quick note here--if someone has been marked as “Not a Duplicate” accidentally, you can unmark that by clicking “Not a Duplicate” when viewing this list.
Once the page loads, you can choose to change the Primary Profile by hovering your mouse above the second profile and click on the link that appears.
From there, you can compare the information from both profiles. If you would like the second profile’s information to be used, simply click on the field and it will highlight.
Once you are happy, click the ‘Merge Duplicates’ button at the bottom. If you have more than one person with a duplicate profile, you will automatically be taken to the next duplicate to make it quick and easy to merge all your duplicates at once.