Database Dummies and Duplicates

Posted by Boyd Pelley on 2/7/17 8:06 AM
I asked our team the other day for their input on blog topics that would help our clients.  Donna, who helps Mark with programming and does most of the data imports suggested I do one on clean data.  What a great idea.  Here's her thoughts about Duplicate and Dummy Records.
Donna:  I am surprised at how many clients leave our "dummy" records in their account.
Boyd:  These are the profile records that come with your free trial.  They are there to give some names to play around with.  But, when you're data is imported, get rid of them!  We've given you an easy way to do that: Reports / Members - Delete Members.  Then under filters: Groups / Group Involvement / People in a Group - pick the Archive group (it contains all these dummy records) and run.  Gone.  Then, get rid of the dummy groups by clicking the red x on the far right of the browse groups page.
Donna:    After I load client data, I can spot the duplicates in the member table. So, I send them files with the records that I think might be duplicates highlighted for them to look at and merge.  At least I do this with our larger clients once I have finished loading their data.  It boggles my mind how messy some databases are.
Boyd:  Listen to Donna everyone!  She knows this stuff really well.  The Excel file she sends you with highlighted names is pure gold.  She has done the hard work.  Review the highlights then use our merge feature to merge people together.  If you need help acting on her recommendations, let us know.  
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Tags: Membership

Excellence in Assimilation

Posted by Boyd Pelley on 10/25/16 8:42 AM

Last week  I was at the assimilation conference put on by Church Leader Insights. Nelson Searcy and Kerrick Thomas, started and built Journey Church in New York and have been training pastors for many years through CLI.  Nelson was an engineer by training and cut his teeth on  ministry at Saddleback in the 90s.  A few months ago Nelson asked us to come alongside to partner with them to serve churches.  He knew our history and background.  I knew theirs.  It was a no-brainer for us to work with them.  They are known for training churches on the 8 systems of building and managing church.  Last week the focus was on assimilation.

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Tags: Membership, Assimilation

4 Parts of Assimilation

Posted by Boyd Pelley on 10/18/16 7:33 AM

Tomorrow I'm heading to the Church Leader Insights training on Assimilation.  I thought it might be interesting to write something ahead of time about my thoughts about the topic and then follow it up with thoughts on what I learned about assimilation from this excellent training by Nelson Searcy.

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Tags: Giving, Church Management Software, Membership, Assimilation

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