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Using the IDLookup Criteria sets

The Mergician User Guide

⌘K
  • Overview
  • Installation
    • Should I run the server installation?
    • Server Installation
    • Client Installation
  • Key Steps to Getting Started – An Overview
  • Optionally Run the Duplicate Constituent Report
  • Create a Global Merge File
    • Using the built in Raiser’s Edge Duplicate Settings
    • Using the simple dedupe by email
    • Using the IDLookup Criteria sets
    • Continue Here Using Any of the Methods Above
    • Using your own merge file
    • Perform the merge
  • Appendix A – Working with Criteria Sets
  • Creating a Criteria Set
  • Editing First Name and Address Line Equivalents
    • Address Equivalents
    • Restore Default Equivalent Addresses
    • First Name Equivalents
    • Restore Default Equivalent First Names
  1. Home
  2. Docs
  3. The Mergician User Guide
  4. Create a Global Merge Fil...
  5. Using the IDLookup Criteria sets

Using the IDLookup Criteria sets

IDLookup Dedupe has now been brought into The Mergician.

You are able to select several sets of criteria and The Mergician will select the best batch either to give you the fewest matches or to gradually whittle away at the matches based on later criteria sets.

For a full description of using criteria sets see Appendix A.

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← Using the simple dedupe by emailContinue Here Using Any of the Methods Above →
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