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Data

  • 1.  Data

    TOP CONTRIBUTOR
    Posted Jul 01, 2019 04:18 PM
    ​How do you keep your data clean, cleaned up, purged, etc. Besides using the duplicate detection what else do you do? Workflows, etc? Thanks!

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    Beth Handley-Bauer
    IT System Administrator
    Commerce Bank
    Kansas City MO
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  • 2.  RE: Data

    Posted Jul 03, 2019 11:06 AM
    Great question, Beth. Here at Arbor Day Foundation we use duplication detection, workflows are automatically deleted upon completion, and we remove audit files every six months. We rely heavily on our end users to clean their team data on a quarterly basis, although, team admins have checks and balances in place to verify processes are working as they should. I'm interested in what others are doing at their organizations to help keep their data clean.

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    Carrie Marshall
    IT Coordinator
    Arbor Day Foundation
    Lincoln NE
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  • 3.  RE: Data

    Posted Jul 04, 2019 02:59 AM
    Hi Carrie and Beth

    We have a dedicated App to keep CRM free of duplicates. Its a managed solution on Appsource. The trial version can be useful too as it provides overview on the amount of the duplicates and prevents users from creation of new duplicates. You might find it relevant. Check out www.duplicate-detection.com

    Sarkis

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    Sarkis Derbedrossian
    sbd@techdio.dk
    Techdio A/S
    Copenhagen - Denmark
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  • 4.  RE: Data

    TOP CONTRIBUTOR
    Posted Jul 08, 2019 04:39 PM
    Sarkis, thanks so much! I am going to try out the app!​

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    Beth Handley-Bauer
    IT System Administrator
    Commerce Bank
    Kansas City MO
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  • 5.  RE: Data

    TOP CONTRIBUTOR
    Posted Jul 08, 2019 04:39 PM
    Thanks for the response Carrie! I suspected those were some of the things being done. We don't have any data admins so that's our first challenge!
    BTW...how cute are you!!​

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    Beth Handley-Bauer
    IT System Administrator
    Commerce Bank
    Kansas City MO
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