Can I merge Constituent records just like Person records?

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Yes! The merge functionality works exactly the same for Constituent records as Person records. We have two default queries that you can use on the Development: Configuration homepage:

  • Duplicate Constituents shows duplicates for constituents based on individuals and households
  • Duplicate Organization Constituents shows duplicates for constituents based on organizations

Alternately, you can build your own query from a Find Constituents query and follow the steps outlined in the "Query Design" section of this documentation article.