Live Duplicate Checking from the Contact Entry Screen

  1. New Feature: Live Duplicate Checking
  2. Free DonorSnap Training
  3. Not Using DonorSnap Yet?

New Feature: Live Duplicate Checking

Live duplicate checking

Have you ever forgotten to check if a donor already exists in your database before adding them as a new record? I would be lying if I answered "No" to that one...

This latest addition to DonorSnap helps you discover potential duplicate contacts in your database directly from the Add Contact screen. Potential duplicates will be displayed as you type in their last name and/or company name.

How it works

As you are typing in the Last Name or Company field, the duplicate checker is automatically activated. Both fields will be used in conjunction with the other to help narrow down the results. The Last Name field will also search the secondary contact of a record using the Last Name (2) field. The First Name field is always ignored when searching for duplicates so that both Bob and Robert will show up as possible duplicates.

If you discover that the contact you are entering already exists, click on their name in the results listing. This will take you straight to that record to confirm it's the one you're looking for. All of the changes you began making in the new record will be lost, so if it turns out that contact wasn't the right person, you'll need to start over again.The duplicate checker will automatically close as soon as there are no results or you move on to another field.

It is a good idea to organize your screen layout so that the name and company fields are some of the first fields filled in when adding a contact. If you aren't sure how to reorder your fields, here's a video explaining how to change your DonorSnap page display layout.

Free DonorSnap Training

DonorSnap is now offering a free training almost every week. The free trainings take place on Wednesday afternoons and the topics range from Getting Started with DonorSnap to advanced features like DataMiner Platinum and Online Forms. The next 4 trainings can be viewed at any time.

Find the link to the training schedule under the Help menu from within DonorSnap:

Upcoming Trainings:

  • September 14th: Acknowledgement Letters with Word
  • September 21st: Email PDF Acknowledgements
  • September 28th: Intro to DonorSnap Features
  • October 5th: User Setup and Dashboard Apps
  • October 12th: Getting Started with DonorSnap

Space is limited so Register Now.

Want to Watch a Past Training?

Each of our weekly trainings are recorded and placed on the DonorSnap Help Site. These trainings are generally available a few hours after the training ends.

See all of the other past trainings on the help site under Training Webinars.

Not Using DonorSnap Yet?

Sign up for one of our free webinar demonstrations to see the software in action.
Ready to be set up with your own database? Get started today!

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