Cleaning up duplicates is ALWAYS going to be your first step in a data cleanup process! Although it’s tempting to delete a record that appears twice, disposing of information within a duplicate can lead to compliance risk!
Instead, use Redtail’s duplicates report as the best solution to get rid of multiples! It’s a process to complete at CRM setup and it’s a suggested process to complete annually or bi-annually!
Follow how, why, and how often to it’s suggested to clean up duplicates.
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Click the link below for more information on each of the features covered in the video:
00:55 - Reports
01:12 - Contacts by Duplicate Names
03:32 - Advanced Search
03:57 - Contact Overview
04:42 - Advanced Search - Bulk Actions
04:53 - Combine Contacts
17:39 - Recycle Bin
23:35 - Quick Add
25:44 - Repeating Activities
29:46 - Calendar
32:25 - Contact Overview - Family