Managing Duplicates

Solidarity Tech incorporates several safeguards to prevent the creation of duplicate profiles, ensuring the integrity of your supporter data. However, certain scenarios, such as multiple form submissions from different browsers or incognito modes, may occasionally bypass these measures. This section outlines the mechanisms in place to handle duplicates and provides guidance on identifying and merging them.

Safeguards Against Duplicate Profiles

1. Primary Identifier: Phone Number

   • The phone number serves as the primary unique identifier within an organization.
   • The system prohibits the existence of multiple user profiles with the same phone number in a single organization.

2. Secondary Identifier: Email Address

   • While email addresses act as secondary identifiers, the system allows:
     • Multiple profiles with the same email address but different phone numbers.
     • One profile with a blank phone number and another with a populated phone number.

3. Form Submission Handling

   • Logged-In Users:
     • Upon form submission, a cookie is stored in the browser to maintain the user's logged-in state.
     • This cookie enables the system to auto-fill known fields (e.g., name, phone number) in subsequent forms, streamlining the process.
     • All form submissions are linked to the existing logged-in profile.
   • Logged-Out Users:
     • When a form requesting phone or email information is submitted:
       • The system first searches for an existing profile with the provided phone number.
       • If no match is found, it searches using the email address.
       • If neither identifier matches an existing profile, a new profile is created.

Identifying and Merging Duplicate Profiles

To manage potential duplicates:

1. Detection:

   • Navigate to the individual's profile.
   • In the Admin section of the right sidebar, the system lists potential duplicates identified by matching email addresses.

2. Merging Profiles:

   • Review the listed potential duplicates.
   • Manually select the profile to retain and merge the duplicates accordingly.

Regularly monitoring and merging duplicates ensures the accuracy and reliability of your supporter database.