Remove Duplicate Directory Entry

When a person is accidentally added to the directory multiple times, here are the steps to remove the duplicate entry:

  1. Search for the person in the directory.
  2. Modify the first name in each directory entry to add a number to distinguish between the two entries – e.g. change “Bill” to “Bill 1″ and “Bill 2″.
  3. Decide which directory entry to keep, which is typically the directory entry with a more complete directory profile and/or more associated groups and outreach records (visits, decisions).
  4. For the directory entry that will be removed, note the directory profile information, group memberships, and outreach records that are not in the directory entry that will be kept.
  5. Delete the duplicate directory entry by clicking the red X icon on the directory profile.
  6. Modify the directory entry that was kept in order to include the profile information, group memberships, and outreach records from the directory entry that was removed.
  7. Remove the number that was added in step 2 – e.g. change “Bill 1″ back to “Bill”.
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