Merge (de-dupe) project

Hello colleagues!  

I am writing regarding an extra data hygiene project that I would like to have my team tackle in down-time.  We are pretty stellar in terms of recording and tracking dupes as patrons call or email in - setting up daily merges.  However, there are those decently large chunks of folks who only do business on-line and have two, three, and four accounts.   

What are the best ways that you have found to search for, update, and manage these culprits?  

Many thanks in advance (and apologies if this has been posted about recently, my search did not aggregate any results)

Best,

Marissa

Parents
  • Hi Marissa,
     
    I run a New Record Summary (in the data management reports folder).  You can run it for accounts created within a given time frame, by user group, by user, etc.  You can either print it out and hand pages around, or teach others how to run it, and they can click into the account to clean it up straight from the report.
     
    Cheers,
    Kathleen
     
Reply
  • Hi Marissa,
     
    I run a New Record Summary (in the data management reports folder).  You can run it for accounts created within a given time frame, by user group, by user, etc.  You can either print it out and hand pages around, or teach others how to run it, and they can click into the account to clean it up straight from the report.
     
    Cheers,
    Kathleen
     
Children