A key challenge while maintaining constituent information (on Almabase or on your database), is avoiding duplicate records of the same person. Duplicate records can happen for various reasons and it’s important to have an easy and predictable way to fix those.

A key challenge while maintaining constituent information (on Almabase or on your database) is avoiding duplicate records of the same person. Duplicate records can happen for various reasons and it’s important to have an easy and predictable way to fix those.
That's why we decided to bring in some changes and enhancements to the feature.
Thanks to your feedback, we understood that our current merge process was very unpredictable. You couldn't be sure of what information is being used and what isn't.
That's why we introduced a new review screen. This is where you can review and decide what information you want to keep, and what you'd like to ignore while merging.

Segregating registered users from other profiles Most duplicates are created when users sign up with different email IDs and the system can’t detect that it’s the same person. Since merging these duplicates is important, we created a section where you can access all such pairs first.
All you need to do is, log in to your admin dashboard, go to “Users” > “Duplicates”

You can also swap which record to keep and which to remove on this page.
We improved the algorithm that was being used to compute the confidence score associated with each pair. There were a few key factors that weren’t given enough weight in the earlier algorithm. You’ll notice that the confidence score is a much better reflection of two records being potential duplicates now.
All of these enhancements are already live on your Almabase platform. Go ahead and give it a shot now!
We’re always looking for ways to make your processes simpler and this is yet another step in that direction. Let us know if you face any challenges with duplicate records and we’ll be happy to help you out!
Pro tip: You can also find a duplicate record from an individual person’s profile page using the “Merge Profiles” button. Visit any profile from the directory to try it out.
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Every time you need to look up someone on your database, you would normally need to open your web browser, go to your alumni website, log in if you aren't already and use the quick search bar on your homepage to look somebody up. If you have to do this often, we have a few things you could do to make this a whole lot easier.
The search address is the URL that you see on the search page on your website. It should look something like 'http://alumni.regencyuniversity.org/search?q=' . This search address can be used on different apps (listed below) to jump you straight into your search page.

Now that you have your search address prepared, let's jump into some ways you can quickly run a search query through your database.

Alfred is a great tool that I personally love to use, it's hard to imagine life without it after you get used to it. It is essentially a replacement for Spotlight on macs and for those of you who are used to Apple's great spotlight search, you should love Alfred even more. Once you download Alfred (which is Free), you can easily access it using a short cut that you set. By default it should be set to option + space bar , it will bring up the alfred console on your display, which is where you will be typing in your keyword to trigger your database search.
Here is how you need to set up alfred to enable quick search.
Step 1 : Go to alfred's preference window.
Step 2 : Navigate to Features > Web Search, and 'Add Custom Search'

Step 3 : In the search URL field, add the Search address for your alumni website and add {query} to the end . The result should look like this : http://alumni.regencyuniversity.org/search?q={query}.
In the Title field, enter " Search Alumni database for {query} ".
You can enter any keyword that you would like to trigger the search, for the sake of generalization, we are going to use the keyword 'alumni', but you can set it to something shorter like your schools initials.Save your settings to complete setup.
The next time you need to run a quick search on your alumni database, you can simply type in your keyword into Alfred, followed by the search query you would like it to run. If you would like to look up for a person named steve, you can type in 'alumni steve' to quickly search through the database for 'steve'.


A similar arrangement can be set up using Google chrome too using the Custom Search Engine feature that you can find under the advanced settings in your preferences.

At the bottom of the list of existing search engines, you can add your alumni database as well. Add a name to the search like 'Alumni Database', and a keyword that will trigger the search. Just like in the earlier example, we are going to use 'alumni' as the keyword, but you can set this to anything you like.
In the URL field, add your search address appended with %s . So your URL should look something like this : http://alumni.regencyuniversity.org/search?q=%s
And that's about it . You're all set . Now if you'd ever need to quick search your alumni database, simply type in the keyword you selected, 'alumni' and the query you want to run into the address bar on Google chrome .

Keep watching this space for more tips on more ways to quick search your alumni database on almabase . Let us know what you think in the comments . Do you think a quick lookup feature helps ? what are some of the things you try to look up during a quick search?


How to: Quick lookup your alumni directory on Almabase
Every time you need to look up someone on your database, you would normally need to open your web browser, go to your alumni website, log in if you aren't already, and use the quick search bar on your homepage to look somebody up. If you have to do this often, we have a few things you could do to make this a whole lot easier.
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The ability to sync alumni information from Facebook and LinkedIn has been a central piece of the Almabase product. We've seen this provide tremendous value for our partner schools over the last few years.
But, it had its challenges, and we heard your feedback. We noticed three key challenges:
1. The process is not transparent - you are not sure when the updates are happening
2. Alumni don’t have control on what gets synced on their profile. It lead to duplicate or wrong data in certain cases.
3. Facebook and LinkedIn APIs are changing and we had to move to newer APIs.
With all this feedback, we just launched the next version of social sync. It is more intuitive and provides much more control to users and uses the latest APIs.
You will now see a sync button on each profile that’s connected to their Facebook or LinkedIn. On clicking this button, we fetch latest data from those connected accounts and we ask the user which data they want to merge or ignore. Information that’s not ambiguous like a new employment is automatically added.

In the background, we also run a periodic sync of data from Facebook without any user hitting the sync button. This will help you maintain a current database of your alumni with zero manual effort.
We are constantly working to build innovative technology that helps you build an engaged alumni community. We would love to hear your thoughts on this.

Social Sync 2.0 - An updated alumni database, always!
We just launched the next version of social sync. It is more intuitive and provides much more control to users and uses the latest APIs.
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