Can I merge Constituent records just like Person records?

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.