In Access Charity CRM you can add up to 3 Dupe Rules in datafeeds to check for any duplicates. Where possible, we try to suggest using a combination of rules which are unique as possible, to prevent a record being overwritten where not welcome.
These Dupe rules work as an 'Or' rather than an 'And'. The system will firstly check Dupe rule 1 for a match; then proceed to Dupe rule 2 and then Dupe rule 3.
For a Dupe rule to be considered a match, all of the criteria in that field must be exactly the same. For example, in Contacts:
Dupe Rule 1: Serial Number
Dupe Rule 2: Keyname, Postcode, Email Address
Dupe Rule 3: Firstname, Keyname, Email Address
The above Dupe rules would firstly check to see if there's a contact in the system with the same serial number. If there is, this would be a match. If not, Dupe Rule 2 will be looked at.
The system will then look to see if there is a contact with the exact same Keyname, Postcode and Email Address in the system. It will not be considered a match if the Keyname and Postcode are the same, but email address is blank.
Finally, if there's no match, the system will move on to Dupe Rule 3.