Monday, May 9, 2011

New Contact File Web Pages

There are a couple of new maintenance pages for the Contact File database that can be accessed via the Staff web site. Starting from the opening page go to "Contact Search" then "Contact Maintenance." You'll find two new options here.

One new option is to "Review Contacts With No Last Name."  This option will display a list of Contact records where the Last Name field is blank. This is a no-no in the Contact File because the Last Name field is the primary means of search. There are a couple of options shown to quickly fix the problem by either moving the First Name value into the Last Name field, or replacing the blank Last Name with "Unknown." You can also select individual records for editing.

The second new option is called "Contact File Integrity." This page shows 7 different categories of potential problems and lets you examine records that have these problems. The first category shows Contacts that are assigned multiple times to the same property. The next three categories search for duplicated relationship values. The final three categories search for orphaned records. I have already used this screen to examine all existing customers Contact File databases and fix the most glaring problems. These screens should probably be used once a month or so just to check for potential problems.

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