PSDio - AIM Family Dir. -Running Duplicate Checker with Family DUID's

The purpose of this article is to demonstrate how a user can use the duplicate checker function in the AIM Family Directory. This is specifically going to explain how to resolve duplicate Families that you already have family DUID's for. You will need to know which family is the master and which is the duplicate for the purpose of this demonstration. 


Step 1

Log in to AIM Family Directory with the following credentials 

Username: exclusive_admin

Password: Either "dupecheck" or "dupechecker" 


Step 2 

At the Top of the Family Directory Choose Utilities > Duplicate Checker > Resolve Family Duplicates


Step 3

Resolve Known Duplicate Using FamilyID


Step 4 

Enter Master Family DUID and Duplicate Family DUID 


Step 5 

Go Through the next prompts until you get to the family members page and choose whether you want to merge the members together or create new member records in the master family. 


Step 6 

One Final confirmation that you want to merge the families (at which point you will get the Warning that this is irreversible) 


Step 7 

Choose whether you want to merge the records immediately or if you want to have them merged over night. If you choose now it may affect performance for other users while they merge but if you choose overnight then it will put it on hold until the nightly process is running. 




And that's it!If you found this article helpful please give a thumbs up below and if you found that there are things missing please leave a comment so that we can update the article.

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