Recommended Data Maintenance Schedule

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	Identifying Archivable Contacts Custom Data Quality Searches
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 Custom Data Quality Searches Recommended Data Maintenance Searches by Contact Type Schedule
Maintain InterAction folders and archive unneeded folders	Semi-Annual	Archiving Folders