Duplicate Check & Merge Duplicates: Upgrade Webinar - May 2023

The Duplicate Check and Manage Duplicates release overview

Webinar Slides

Theme: Stop Seeing Double - Data Deduplication Tools: Duplicate Check and Merge Duplicates

Prevention: Duplicate check helps reduce duplicates going in by looking for duplicates for new records and record edits.

Remediation: Manage duplicates lets you clean up the existing duplicates that may have already snuck in.

Release Features

(view full Release Notes)

  • Duplicate Check

    • Participant and Organization forms, Import, Public forms
  • Manage & Merge Duplicates

    • Search for Duplicates, Compare & Merge, Pending Records Duplicate Check
  • Survey & Data Forms Improvements

    • Instance Timeframe Management, Email Reminders Improved, Anonymous Surveys, Question Fields
  • Assorted Refinements

    • Security improvements: server environment updates, internal policies and procedures expanded as part of our SOC 2 Type 1 and SOC 2 Type 2 certification process