Record Review Best Practices

When looking at a person or organization record for the first time, especially following data transition during implementation, it is best to review several areas within the record for data accuracy and Gnosis screen layouts.

Applying this best practice will help get you acquainted with the new record layout as well as help identify areas that may need some cleanup. This reference is a map of the important areas within-person and organization records to include in your initial review.

Note: If your organization is currently in an implementation period, you should not merge or delete person or organization records until your Connect4 Support Person has given the all-clear to merge records.  This is important to ensure data consistency while some data is still being migrated.

Person Form

1. Main person details
   • Name
   • Phones
   • Email
   • Record Type
   • Record Status Type
   • Organization link
   • Relationships
2. Household/Address tab for address and household members
   • HH Name and Salutation
   • Household Members
   • If household cleanup is necessary, see this reference for assistance.)
3. General Attributes tab
4. Member Info tab (if applicable) for member/participant records
5. Donor Info tab (if applicable) for donor records

NOTE: Your screen may look different.  It may have colored tabs on the right instead of above the forms

Organization Form

1. Organization details
   • Address
   • Phone
   • Record and Organization Type
2. Contacts tab
   • Linked contacts
   • Title and Role(s) selected for each contact
   • Address selections for each contact
3. General Attributes tab

NOTE: Your screen may look different.  It may have colored tabs on the right instead of above the forms