Fix up Duplicate Donor Names

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Sometimes you may find that over the course of a year you have entered the same donor's name more than once (perhaps with slightly different spellings) and have perhaps entered donations under both versions of the name. You cannot just delete one of the names immediately, because they already have donations.

 

To fix this, first decide which name you want to keep (I'll call this the good name). Next, find the donations for the other name (I'll call this the bad name). Then delete them and re-enter them for the good name. Now the bad name no longer has donations, so you can find it in the list of donors and delete it with the Delete button.

 

You can check periodically for possible duplicate entries of the same donor with the Reports à Donor à Potential Duplicates report.