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Checking for Duplicate Records

iMIS uses a duplicate record check formula to prevent you from entering a duplicate record in the Donor tab on the Enter and edit gifts window or in the Gift - Name/Address - Soft Credit window. If you attempt to enter a record for a donor or soft credit who already has a customer record in the iMIS database, the Suspect Duplicate List window displays informing you that the record already exists.

In This Section

To check for duplicate records

See Also

Gifts and Pledges

Gifts and Pledges Overview

Entering a Single Gift or Pledge

Editing Gifts and Pledges

Viewing Gifts and Pledges

Deleting Gifts and Pledges

Using Rapid Gift Entry

Adding a Donor Record

Sending a Customized Acknowledgement Letter

Entering Memorials and Tributes

Entering Split Gifts

Adding Notes

Entering an Installment Pledge

Entering Matching Gifts

Issuing Reminders and Thank You Letters at Gift Entry


ASI logo 10.6 Production Release. Updated 7/25/2005 12:47:42 PM
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