Merging contacts & households
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Bronwyn Foran
Yes! One of the biggest headaches since moving to Givebutter is that none of our household data came through, and our potential duplicates tab is just filled with married couples or parents and their adult children because it picks up on the same address or something but there's no easy way to create relationships for the hundreds of contacts this applies to.
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Julianna Henderson
Bronwyn Foran Being able to create households/add to households from the duplicates tab would be a massive timesaver for us! Currently going through and creating households (rather than merging) 44 records that are either spouses or parent/child records. It's still really helpful to flag them in duplicates so that we can join them, but it would be much more time effective if we didn't have to go into each record to adjust.
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Brendan Becker
My suggestion is that you would select people in contacts, and then choose "merge" or "create household" from the actions menu.