Organize, Maintain your CiviCRM Database and Find the Data you Need
Do you need some extra help cleaning up your data, segmenting contacts or creating reports that provide the data you need? Join us on Wednesday, May 25th at 10 am MDT for a two hour online class designed for current users of CiviCRM. Register here
Learn how to clean up duplicates by gaining a better understanding of the duplicate rules and how to configure a rule that you can use to help regularly clean your data.
We’ll also discuss how to segment data through the creation of custom fields, groups and tags and provide best practices for each of these tools. Segmentating your constituents can help you focus your appeal and maximize your fundraising efforts
We’ll go over different ways to search for data and options for displaying the results and also how to create reports that analyze the effectiveness of your organization’s outreach.