What would be the clean up items you'd most like to make to the database if you knew you were leaving and wanted to leave it as easy as possible for the next person?

Shawnalis Cusato 

In terms of cleanup, I'd recommend the following:

- Dedupe

- Clean up the saved queries and reports that are old or not used

- Delete old users that no longer use the system

There are probably other things I'm not thinking of right now.

all of the stuff that was said about de-duping and queries and reports

AND... a document that explains the protocols/procedures that are in place, especially in regards to gift processing and constituent history so that those that follow understand WHY you (or those before you) have set things up the way they have.

I say this from the experience of having to walk in on the work of others that was either too complicated and had to be streamlined, or inconsistent and had to find the pattern for consistency to clean up. 

Thank you both.  That is helpful.

ShawnAlis

I just went through 7 pages of appeals that were added and no gifts were attached. 

Hi Emily,

I was recently warned (by BB) not to delete users only to deactivate them.  If you delete a user who created a query that you may want to use - it will be corrupted or not available.

Just FYI

Beth Sunseri

Hi Emily.

From my experience if a query is marked that it may Others may modify this query there generally isn't a problem deleting users who have created the query.

If you have supervisor rights you can open and modify all queries regardless of who created them. Sort by who created the query, open the query and click on Tools from the top menu bar, click on Query Options, click on the Others may modify this query, click OK, click save. If you come up with a re-name box, you can use the same name or modify slightly.

After you have cleaned up all the queries you can delete your users. If you still don't trust the system, pick one user who has only created a few queries, open and rename them, then delete the user.

Make sure you do this process for reports as well.

Karen

In an individual record, the Primary Addressee and Primary Salutation.  On an Organization record, all Contacts and Contact types.

Mail seems to always frustrate a new user...