Database Hygiene
Tips for keeping your account and data in good shape.
Database HygieneDatabase hygiene means keeping your data clean and in good order. There are several things you and other users can do to maintain quality data. Database Manager One of the most important things your organization can do is identify one person to be the Database Manager. The Datab…5 min readHow can I clean up my constituents list?If you have a lot of records that you suspect are duplicates or invalid, there are several things you can do to evaluate whether you wish to keep the record or merge or delete it. You will also want to implement some strategies to reduce the possibility of duplicates or invalid…6 min readDuplicate Record Search Criteria, Prevention & IdentificationDuplicate records can be created when a constituent is added through a donation, membership, survey, or event page, or when creating a portal account and the software does not find an existing match in the database. Duplicate records could also be inadvertently added when manual…5 min read