Potential Duplicates Smart Group

Smart groups are groups built by FundHero based on the information in your account. You can recognize smart groups based on the smart icon .

To pull up the Potential Duplicates Group:

  • Click Contacts  in the main navigation bar
  • Select the Groups Icon 
  • Navigate to Potential Duplicates

The potential duplicates list will show a list of contacts that fit one of two criteria:

  • By Name: Shows a list of contacts that match based on  last name and first 3 letters of first name
  • By Email: Shows a list of contacts that match based on email address
  • By Phone Number: Shows a list of contacts that match based on phone number

You can then merge contacts that appear in the list. To learn how to merge contacts read this article.

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