The following table lists recommended data maintenance activities for InterAction. The table assumes that the organization has set up data standards.
Organizations can create rules for data standardization for fields, such as Title, Job Title, State/Province, Street Address, etc. in Data Minder. Rules are applied to incoming data from IMO, IQ2.x, Mobility, and the Web Client and can be applied independently to existing InterAction data.
Data Minder also provides a convenient interface and process for identifying possible duplicates and resolving them.
Recommended Data Maintenance Schedule
| Task | Frequency | For more information, see ... |
|---|---|---|
| Process Data Change Management tickets | Daily | |
| Review New Contacts in the New Contact Review folder | Daily or Weekly | New Contacts That Can Be Sent to Data Change Management |
| Identify and Merge Duplicate Contacts | Daily |
Tools for Finding Duplicate Contacts Identifying and Managing Duplicate Contacts
|
| Run Association Cleanup | Weekly, and after importing a large number of contacts | |
| Run Company-as-Person Cleanup | Weekly | |
| Run Person-as-Company Cleanup | As needed | From the menu bar, choose Data Quality > Change Person to Company > Find Potential Companies to run a search on the current folder. |
| Search for contacts without a contact type |
Monthly Create a search to find these contacts, or use Folder Dependency Analyzer to add these contacts to the Data Review folder. |
Identifying and Managing Incomplete Data
|
| Identify and archive obsolete contacts | Quarterly | |
| Clean up duplicate addresses and phones | Monthly | |
| Use Find and Replace to standardize data | Monthly | |
| Identify and correct incomplete and suspect data |
Monthly Create a search to find these contacts, or use Folder Dependency Analyzer to add these contacts to the Data Review folder. |
Finding Incomplete Contacts Search Example Recommended Data Maintenance Searches by Contact Type Schedule |
| Maintain InterAction folders and archive unneeded folders | Semi-Annual | Archiving Folders |