Resolving Duplicate Accounts Not Showing in List | SteepleMate FAQ

FAQ: What should we do when someone has two accounts but does not show up in the resolve duplicates list?

If someone has two accounts but isn’t appearing in the Resolve Duplicates list, it’s likely because the system checks for duplicates based on an exact match of first name and last name. Follow these steps to resolve the issue:

  1. Edit Profile Names to Match: 
    Ensure that the first name and last name in both profiles are identical. Even slight differences in spelling or formatting can prevent the system from recognizing the accounts as potential duplicates. After editing the profiles so that the names match exactly, the individual should appear in the Resolve Duplicates feature (found under Administration > Resolve Duplicates).

  2. Use the Resolve Duplicates Feature:
    Once the names are aligned, access the Resolve Duplicates feature to manage the duplicate profiles. This feature allows you to review potential matches, choose to merge accounts, or mark individuals as unique if they should remain separate.

    Here’s a brief overview of the merging process:
    1. Potential Matches:For each potential duplicate, you can review the information and decide on the appropriate action. Click on a merge option to combine the information from one profile into the other, or use the Unique button to confirm that they are distinct individuals.
    2. Merging Process:Merging will retain as much data as possible from both accounts, moving non-duplicate information to the target individual. The source account will be deleted after the merge is completed. Here’s what you can expect during the merge:
      1. Data Retention: The system will prioritize keeping positive information, such as attendance records, baptism status, and other key membership flags. This ensures that valuable details are not lost during the merge.
      2. Family and Account Migration: If the source individual is the only person in their old family, any associated accounts will be transferred to the target family.
      3. Communication and History: All other data, like communications, payment history, survey responses, and group memberships, will also be moved to the target profile.
      4. Login and Personal Preferences: When both individuals have login access, the target person’s login credentials will be maintained, and any additional preferences from the source account will be migrated as long as they don’t overwrite existing preferences of the target.

By following these steps, you can ensure that duplicate profiles are properly resolved, and important data is consolidated under a single account.


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