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Fix Your Data

Ryan Reedy
Updated

Partner Essentials will notify you to fix your data using “Fix Notifications”:

  • Click on the Notification Bell on the top right of the top menu bar
  • Click on the Tools dropdown menu to navigate to the Tools options.
    • Any Fix Category requiring attention will be highlighted in a gold box with a number.

Note: These Fix Notifications are typically generated after a data import.

Fix Commitment Info

  • Click on the Fix Commitment Info gold box.
  • Under the contact name is the Current Commitment Status.
  • Click Don't Change to keep the current status.
  • In the middle is the Suggested Commitment Status dropdown, i.e. Partner - Special.
  • Click Confirm to update the status.
  • Click the View (spyglass) to view the contact details.
  • Click Hide (line through the eye) to hide the contact from the active list view.

Fix Mailing Addresses

  • Click on the Fix Mailing Addresses gold box.
  • Select a Primary mailing address by clicking on the star outline next to the correct option. When the star is filled in, it means that the mailing address is selected as primary.
  • Click the + (“Add”) icon to add a new mailing address.
  • Click the Confirm button to save changes.
  • Repeat this process for each contact listed.

Fix Send Newsletter

  • Click on the Fix Send Newsletter gold box.
  • The Primary Star icon indicates the primary mailing address and primary email address.
  • Verify or change the Send Newsletter Status by clicking on it.
  • Click Confirm the button to save the changes.

Merge Contacts

  • Click the Merge Contacts gold box.
  • Click on the Merge to Name (Use This One).

  • Click on the Confirm and Continue or Confirm and Leave to complete the merge.

Note: The Merge Contacts tool is for combining individuals in a household, i.e., husband and wife.

Fix Email Addresses

  • Click on the Fix Email Addresses gold box.
  • Select a Primary email address by clicking on the star outline next to the correct option. When the star is filled in, it means that the email address is selected as primary.
  • Click on the Confirm button to save changes.
  • Repeat this process for each individual listed.

Note: Partner Essentials syncs with MailChimp as you send out email prayer letters. Each tool will inform you of where the differing pieces of information came in from and allow you to choose which information you want to have as the primary. 

Partner Essentials will ask you to choose only one primary address for each person within a contact.

Fix Phone Numbers

  • Click on the Fix Phone Numbers gold box. 
  • Select a Primary phone number by clicking on the star outline next to the correct option. When the star is filled in, it means that the number is selected as primary.
  • Click on the Confirm button to save changes.
  • Scroll down the page to repeat this process for each person listed.

Merge People

  • Click on the Merge People gold box.
  • Click on the Merge To Name (Use This One).

  • Click on the Confirm and Continue or Confirm and Leave to complete the merge.

Note: The Merge People tool is used for combining individuals with the same name. 

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