Just for fun question: What is your LEAST favorite clean up task that you do regularly?
What is your LEAST favorite clean up task that you do regularly? Why is it your least favorite? Just asking out of mild curiosity about what makes other peoples' brains hurt!
Comments
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@Amy Barker - Merging duplicates. It's just such a tedious process but it requires 100% focus so you don't make a mistake that's difficult to fix.
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@Amy Barker My goodness, yes, merging duplicates!
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@Amy Barker
duplicate management definitly tops the list.aside from that, everything else mostly is easy with global change and import. There is an annoying one though, email with a lot of “info”, Email 1 = somebody@somewhere.com (tom personal)
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@Amy Barker I think for now it is a tie between deceased processing (it makes me sad and happens too often as our school is approaching our 90th year) and demoting relationships that someone thought should be a full record and they really shouldn't have been. After that it would probably be dealing with the records created by web view when someone makes a tribute gift.
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@Austen Brown Agree with duplicates. Just determining if they are really duplicates is a challenge.
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@Amy Barker addressee/salutation cleanup is the absolute bane of my existence!
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@Spring Velazquez I hear that! I have some great info on tidying up the available addressee/salutation list! I got ours from over 200 to just 22 available options! Would you be interested in the info? If so send me a message with your email.
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@Amy Barker Cleaning up Funds/Campaigns/Appeals. Unposting gifts, fixing the records and then manually deleting the records being cleaned up. It's very satisfying when it's done, but I hate the manual deleting!
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@Spring Velazquez I agree on the addressee/salutation. I did the ones that were easy and the rest are just a pain.
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@Amy Barker have you presented your journey of getting from 200 to 22 addr/sal anywhere before? It would be a great session at bbcon or a regional user group!
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@Dan Snyder I just add a divider line with the text DO NOT USE THIS CRAP and figure I'll deal with them …some day ??♀️
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@Amy Barker trying to interpret, relabel/relocate/delete attributes for miles that have weird abbreviations and codes and are cluttering up so many records - but may be the only clue as to why the record is in the database.
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@Amy Barker This is such a great question. I weirdly love duplicate constituent clean-up, because it's so gratifying, but I hate cleaning up tables where folks have added badly spelled entries in error. For example, I used to live in Calgary and at our org, the table had Caglary, Cagary, Clargary and every other weird spelling variant. Obviously, we fixed up the permissions, but cleaning those types of things up just irritates me. ?
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@Alex Wong YES! And emails which are along the lines of “dontemailme@gmail.com”
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@Amy Barker have you presented your journey of getting from 200 to 22 addr/sal anywhere before? It would be a great session at bbcon or a regional user group!
That's going to be part of the presentation I am doing at BBCon!
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@Amy Barker trying to interpret, relabel/relocate/delete attributes for miles that have weird abbreviations and codes and are cluttering up so many records - but may be the only clue as to why the record is in the database.
Tell me about it! I just spent a few weeks on that! Frankly, after a lot of discussion, we got rid of many that had no discernable purpose and were not defined anywhere. A lot was over 20 years old and just useless.
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@Amy Barker I think for now it is a tie between deceased processing (it makes me sad and happens too often as our school is approaching our 90th year) and demoting relationships that someone thought should be a full record and they really shouldn't have been. After that it would probably be dealing with the records created by web view when someone makes a tribute gift.
We have the same issue with Luminate. Thousands of records with no information other than one lousy tribute gift given to them 15 years ago. So gross.
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@Amy Barker Can't wait! I hope it will be one that is recorded as well!
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