Data Cleanup Tool Cleanup scripts run every night in production environments to remove duplicate data and fix invalid items. For additional information, refer to the article on the nightly cleanup process . Some of these scripts may be exe...

The main record is the record that is retained, while values for the duplicate record are merged into the main record. The addresses and devices (contacts) for the duplicate record become associated with the main record, and those addresses and dev...

The Consolidate Record tool determines, based on the available information on a record, if a record should be considered as the Main record or the Duplicate record. The Main record is the record retained when merging two duplicate records. When comp...

Every night in production databases, cleanup scripts run to remove duplicate data, and fix invalid items. The overnight cleanup process is placed into a queue of the overall nightly process, which begins at 2:30 AM Eastern time. Depending on its...

Slate provides a powerful system for identifying and consolidating duplicate records.  With this power must come caution and an understanding of how Slate identifies duplicates and how Slate merges these records. When two person records are id...

Duplicate Evaluation Process The following duplicate searches are employed for school records. Note : School records are only considered a match if both records are associated with the same person.

Consolidate Records evaluates the following unlinked records:  School Records that are not associated with an Organizations dataset record. Relationship records that are not associated with existing person records to allow users to ...

Overview Consolidate Records is a powerful tool for identifying and consolidating duplicate records in the database. Using this tool requires exercising caution and an understanding of how Slate identifies duplicates and merges records.  Th...

Transfer Objects provides granular control over which specific person-related data elements can be moved from one record to another. When an object is moved, associated linked data moves along with it. For example, when moving Gift Opportunities o...

A Dashboard query - created via Query Builder - is a query that pulls in and displays custom data fields. They are intended to be read only and, in this example, can be configured to display pertinent data while reviewing potential duplicate rec...

Person records, Dataset records, and School records that have been recently merged are eligible for the Unmerge function, which is found in the Recently Merged section of Consolidate Records . As always, be cautious when merging records, s...

Why are duplicate records appearing in Consolidate Records? There are many reasons why duplicate records may be created in Slate. Simply put, a new record is created upon import or form submission if Slate does not have enough information to...

Duplicate Evaluation Process The following duplicate searches are employed for dataset records.   Note : Dataset records are only considered a match if both records are associated with the same dataset.

Consolidate Records