Database - Data Cleaning

In the section Database - Data Cleaning, the following functionality occurs:

1. Remove duplicate records
2. Remove blank records
3. Remove redundant / Orphan records
4. Single Field Update - All records
5. Data Field - Case Management
6. Data Field - Convert Title to Numeric
7. Data Field - Convert County to Numeric
8. Campaign - Consolidate

Contents

1 Remove Duplicate Records

• Choose the campaign.
• Choose the fields on which to base this removal of records on, from the list provided.
• The duplicate records that match the fields chosen, will now be removed from the database.
• Click Delete Duplicates.

2 Remove Blank Records

• Choose the campaign.
• Choose the fields on which to base this removal of records on, from the list provided.
• The blank records that match the fields chosen, will now be removed from the database.
• Click Delete Blanks.

3 Remove redundant / orphan records

• Choose the campaign.
• Delete the redundant / orphan records from the database.
• Newer records that have been uploaded will not be deleted.

4 Single Field Update - All records

• Choose the campaign.
• Select the fields to update the records.
• Enter the value to replace the current contents of this field in the text box provided.
• Update all records in this campaign.

5 Data Field - Case Management

• Choose the campaign.
• Select the fields to include.
• Reformat the fields that have been selected for this campaign by clicking on the Reformat fields button.

6 Data Field - Convert Title to Numeric

• Choose the campaign.
• Choose the fields in which to convert to numeric.
• Choose whether the fields with unrecognised records will be wiped, by choosing True or False.
• Choose whether the report generated will show on the screen if it fails.
• Click on Reformat fields.

7 Convert County to Numeric

• Choose the campaign.
• Choose the fields in which to convert to numeric.
• Choose whether the fields with unrecognised records will be wiped, by choosing True or False.
• Choose whether the report generated will show on the screen if it fails.
• Click on Reformat fields.

8 Campaign Consolidate

• Choose the campaign.
• This campaign is the campaign TO which the records will be sent.
• Now choose the campaign FROM which the records will be moved.
• A screen displaying the consolidation options is displayed:

1. Erase data from - (Campaign name).
2. Create a contact record for the consolidation - (True/False).
3. Transfer Method - (Append or Match).
4. Choose which field contains the unique matching Id from (Campaign Name).
5. Choose which field contains the unique matching Id from (Campaign Name).

• In the section below, only matched data columns will be transferred.
• All contact history will be transferred automatically.
• Choose from the fields listed carefully.
• Click on Consolidate Data.