Data Health Report Card

The Customer Portal Report Card will give an A grade when less than 2% of your active Contacts are flagged as duplicates. Contacts are considered active if they have activity in the Activity Log in the last 365 days.

Ways to Improve

To view all of your duplicate Contacts, use the Advanced menu to go to People Lists > Contacts Relationships and use the Duplicates View.

Combine Contacts Tool

This tool combines duplicate Contacts into one Contact record. All duplicate Contacts display in the drop-down list when you launch the tool without making a selection. See Combine Contacts Tool for more information.

Best Practices to Prevent Bad Data

• Keep the number of Contacts marked as Duplicates to a minimum.
• ALWAYS search more than one way before you add people to your system.
• Ensure your church has a "minimum data required" practice. In other words, before you add someone to the system, you must have at least their first name, last name, and two other pieces of information (birth date, email, phone, address, and so on).
• Try to gather birth dates, as that data does not change, whereas someone's phone number or address might.