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Cleaning Up Contact Details

Hints on regularly cleaning up your data:

Check for Suspect Emails

To print a list of emails that are badly formatted:

  • From the Main Menu, choose Contact Manager.

  • Choose Enquiries.

  • Choose Next Step.

  • Click Suspect Emails and you will be given a report to check.

Check for Duplicate Emails

  • From the Main Menu, choose Contact Manager.

  • Choose Enquiries.

  • Choose Next Step.

  • Click Duplicate Emails and you will be given a report to check.

Check for Duplicate Names

  • From the Main Menu, choose Contact Manager.

  • Choose Enquiries.

  • Choose Next Step.

  • Click Show Possible Duplicates and you will be given a report to check.

Check for Contacts with Missing Addresses

  • From the Main Menu, choose Contact Manager.

  • Choose Enquiries.

  • Choose Next Step.

  • Click Labels.

  • Choose Prepare Data.

  • Use the Missing Address report to check.

Check for Suspect Postcodes

  • From the Main Menu, choose Contact Manager.

  • Choose Enquiries.

  • Choose Next Step.

  • Choose Reports.

  • Tick Suspect Postcodes and you will be given a report to check.

Check for Duplicate People

  • From the Main Menu, choose People Manager.

  • From the Main Menu, choose Enquiries.

  • Choose Next Step.

  • Review the Show Possible Duplicates report at the base of the screen.

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