Duplicate Record Finder
It would be extremely helpful to have a feature in Zengine that can identify potential duplicate records based on configurable matching criteria (e.g., name, email, date of birth, or custom fields).
Use Case: Applicants often forget their login credentials, and rather than resetting their passwords, they create new accounts. The current No Duplicates feature, which makes a 1:1 relationship between login and contact records, does not fully prevent the creation of duplicates, or secondary accounts, because a user can create a new login using an email address that is not yet in the system. Locating duplicate accounts is currently extremely difficult and time-consuming.
A duplicate detection feature would streamline data management, reduce redundancy, and ensure cleaner, more accurate records across the system.
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