Occasionally you may need to delete Activities from a Constituent Timeline, whilst they can be manually deleted from within the Timeline, if there is a large number of Activities to delete then the process described below can be used.   This is a ...

What is a duplicate? When Donorfy detects that a constituent has very similar details to another constituent, Donorfy will flag them as possible duplicates. This means they might be the same person or organisation. Enabling or disabling the checks...

The Duplicates process separates single matches from multiple matches so that you can merge duplicate records quickly.   The single matches display all of the results where the target constituent (right side) only has one matched constituent. Thes...

Where there are many potential duplicates found for a single constituent profile, these are then added to the All Matches section.   The All Matches section displays 10 duplicate sets on a single page and will notes how many potential duplicates ...

An auto merge feature in Duplicates is available to help to reduce the amount of time spent assigning items to merge. This can be switched on from Settings > Configuration > Duplicates Settings The auto merge feature will merge matches that have b...

Please Note - Once deleted these Constituents cannot be restored   The Bulk Delete option under Data Management can be used to removed archived constituents from your Donorfy, you  must be an administrator to access the bulk delete option can arc...

This article explains how to import cleaned data relating to constituents using the File Uploader. Cleaning Constituent is different from Updating Constituents data, in that the Updating of Constituent data is for block updating of fields, e.g. Po...