Smart Duplicates by Causeis

About the App

Causeis Smart Duplicates for iMIS

When providing prospective members with the ability to join online, it’s inevitable that you’ll find duplicate records in your database at one point or another. With Causeis Smart Duplicates, you can flexibly define what constitutes a duplicate record for your association, and immediately take action to resolve it – either in-bulk or with individual records.

• Driven by IQAs that you create, effectively find all duplicates present within your system with a single-click
• Flexibly merge all duplicate contact records, and exclude false positives. When merging, select the primary contact record you wish to keep, and which specific data points should be merged
• Smart Duplicates come fitted with a changelog to track all merges that occur within your system, and the tools that you need to create new merge rules as they're required

Value for Your Association

• Reduce duplicate accounts created by your members and customers with ease.
• Flexible duplicate matching and merging rules that suit your associations ever-changing needs.
• Minimise staff time required to match and merge duplicates wih bulk and one-off merge tools.

Features of Smart Duplicates by Causeis

• Flexibly create dynamic rules using IQAs to find and match duplicates based on your data and business needs.
• Merge both duplicate individual and company records.
• Select which specific properties from either matched profiles that you wish to keep, and those you wish to discard.
• Allowance to retroactively restore properties post-merge.
• Ad-hoc merge tool for merging records on-the-fly provided.
• A robust changelog showing merge history, along with a dashboard showing current duplicate count and other analytics is provided in your staff site.