How_do_I_check_for_duplicate_owners_

How do I check for duplicate owners?

There may be more than one record created for the same owner. You can check for duplicate owners who have the same name, same address, or share both the same name and address. The error report will list the owner records that meet selection criteria. You can use the error report to look up the owner records, review them to see if they belong to the same owner, and then merge the owner records together. 

 

Checking for duplicate owners 

1. Open Connect Cemetery Management > Organization > Checkout. 

2. Click to select Check for Duplicate Owners. 

3. Select the selection criteria. 

Selecting both checkboxes will search for owners who have the same owner name AND address. 

  1. Filter by Owner Name. Search for owners who have the same first, middle, and last names. Do not select this checkbox to search for owner records for the same owner when the owner has used a different name or used an alternate spelling. 
  2. Filter by Owner Address. Search for owners who have the same street, city, state, and zip code.  

 

4. Click GO (CTRL+G). 

Owners who match the search values will print on the error list. The next step is to find out if the owner records really belong to the same owner. 

 

Fixing duplicate owner records

1. Review the duplicate owner records. 

Use Owners > Modify Existing Owners to look up the owner records. It may be helpful to open the Modify Existing Owners in two tabs, like this...



Do the owner records belong to the same owner?

  • Yes, the owner records are for the same owner. Continue to the next step to merge the owner records together. 

  • No, the owner records are for different owners. Make sure the information for each owner is correct and make a note in each owner's record for the next time you run Checkout. 

 

2. Back up the Cemetery Management database. 

You're going to delete an owner record. The only way you will be able to restore the information is if you have created a backup. You may also consider taking a screen shot of the information in the record that will be deleted. 

 

3. Transfer information from the record you will be deleting to the record you will be keeping. 

  • Plots. Remove the plots from the record you will be deleting, and then add the plots to the record you will be keeping. 

  • Attachments. This will depend on where the attachment is stored. If you're using a shared cloud storage account, you can copy and paste the file name. The same applies 

  • Notes. Copy notes to the Notes tab.  

 

4. Delete the duplicate owner record. 

If you're working with both records at the same time, make sure you close the record you want to keep before you continue. Then, delete the record that you want to delete. 

 

 

 



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