Data Management
Keep your data clean and up-to-date so you can spend more time building donor relationships
- What Does it Mean to Archive a Project?
- How Do I Import Custom Collection Data?
- Contact Name and Informal Name Best Practices
- What are Lapsed and Pre-Lapsed Donors
- How Do I Update My Data Using Queries?
- How Do Smart Tags Work?
- How Do I Create a Custom Field?
- What Are Custom Collections?
- How Do I Create a Custom Collection?
- How Do I Create an Organization Group?
- How Do I Delete an Organization Group?
- How Do I Merge Two Contact Records?
- How do I Clean Up Bad Mailing Addresses?
- How Does the NCOA Update Process Work?
- How Can I Bulk Update Records Using an Import File?