Four Best Practices for Cleaning Up data in Sage ACT
This blog covers the 4 best practices that we have discovered in managing data in Sage ACT. Not just managing it but cleaning it up.
How to best clean up data in Sage ACT
Feel free to implement these four best practices to maintain your ACT database in the best possible condition.
- De-Duplication by merging contacts. The three top toolsfor de-duplicating ACT are (a) The Duplinator [this tool works only in ACT 5/6 (b) The Fuzzy Logic De-duper by the folks at E-Grabber (c) The De-duplication Wizard by Pat Egen (aka PEC). These provide 3 high-quality options:
- Deduping multiple contacts all at once
- Fuzzy Logic evaluation. The user is now empowered to combine John Smith, John H. Smith and Dr. John Smith into a single contact.
- Make sure you have no loss of data: If multiple contacts are combined into one, then several note records are created in order to capture the data from the mulitple, combined and deleted contacts.
How to get the Most of ACT!
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