Quarantine Clean-Up

Anna Zimmerman
Anna Zimmerman
Fifth Anniversary Kudos 2 Participant Facilitator 1
in Blackbaud Raiser's Edge NXT®: General Discussions
Hey all! Who's doing some extra clean up during quarantine? What are some projects you're working on? What are some general spring-cleaning ideas the rest of us could be doing? 


I inherited a database with duplicate constituent/relationship contacts, so I've been working on trying to clean that up a bit. 
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Comments

  • shani traum
    shani traum
    Tenth Anniversary Kudos 1 Name Dropper Facilitator 1
    We've got many!


    Duplicate record finder

    Salutations - Removing combined name/salutation when one spouse is deceased; Adding combined name/salutation when both spouses are known.

    Deceasing records when In Memory gift is received

    Constit Code checking


    To name a few.
  • Christine Cooke
    Christine Cooke
    Tenth Anniversary Kudos 5 Name Dropper Participant
    there is a whole list of things that can be audited and cleaned up.


    -checking for dupe org records, adding Aliases to org records, fixing the records that start with The to have the \\ so they search and alpha properly

    -hard linking the org records as employers to individual records

    -and reviewing individual records and if there is more than one individual that works at the same employer and that business/org does not have a constituent record make make and hardline everyone.

    -making sure all matching gifts are soft credited to the individuals

    -addressee/salutations, clean up the drop down and then clean up the records so that there are as few "editable" as possible

    -couples with different last names - whether in a single record or separate records - and the spouse last name to alias as an extra search option. helps a lot

    -add a Household Addressee to the HoH of a family that all live at the same address and a solicit code of duplicate household so that on bulk mail like newsletters or magazines, you can opt to send only one to the same address (saves trees, saves $$ and doesn't annoy your population, especially helpful in educational orgs)


    there are others but these are some that no one hardly ever gets to tackle

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