When duplicate contacts exist in your CRM, CauseVox automatically detects and flags them for review.

The system uses a weighted matching process that compares key fields such as first name, last name, and email address to identify likely duplicates. The more fields that match, the higher the duplicate score and the greater the chance they’ll appear in Duplicate Suggestions.

Here's a video walkthrough to get started:

To deduplicate and merge or dismiss duplicate contacts, follow the steps below:

Step 1: Navigate to the CRM and select Duplicate Suggestions from the left navigation. This section displays a list of contacts the system has identified as potential duplicates. Select the eye icon to review the duplicate records.

Step 2: From the review screen, choose Merge to combine the records into a single contact. Review the contact fields, methods and relationships. Select the correct fields from each contact record to retain in the newly merged contact record >> Merge contacts.

Alternatively, select Dismiss if the contacts are not duplicates.

Step 3: Duplicate suggestions also display directly within an individual contact’s profile >> Review. If a duplicate exists you can complete the same steps to merge or dismiss the duplicate suggestion.
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