Dedup records in triage buckets
I'm finding duplicate records within formula triage buckets which means I either need to process or manually delete each of them. I understand why they sometimes occur but would like within the Reprocess functionality or as a separate action button the ability to remove duplicate records.
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Elizabeth Anders commented
An update on why I think this is important. I define duplicates as multiple records having all the same data fields in the formula except the OC record ID. This means if I have multiple gift records from a single donor, they should have some other piece of information that’s different so will not appear as duplicates, but if everything is identical, I consider them duplicates and those are the ones I’m usually deleting. I do this because I don’t want to get in the habit of sending the same thing multiple times. Especially since eventually I’ll get near the Blackbaud API-call threshold and I’d rather not get extra volume charges from them. If I had a Dedup button along with the Delete, Reprocess all, and Send buttons, I’d be able to have the computer removed the duplicates which is a huge time saver especially if I’ve been away from work for some reason (think vacation or medical leave).
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Elizabeth Anders commented
As my coworkers and I work in RE, performing maintenance, global updates, and the like, I'd like to be able to dedup records within an OC formula triage bucket. I understand that sometime records may look like duplicates but aren't (ie, a donor giving more than one gift to one of our team challenge appeals).
If all the data fields mapped in a formula are identical (which would not be the case in the example above), then deduping would greatly reduce the number of records that need triage review. I don't care if the deduping is an automatic function when reprocessing records or is a separate action selection (similar to Delete All, Reprocess, Send Page or Send All).