Introduction
The Data Hygiene section is a powerful tool within your CRM that allows you to manage and update your contacts and companies efficiently. We’ve implemented a user-friendly search function to simplify the process of finding specific records. This article will guide you through the basic search functionality for the Data Update Tab and provide the necessary steps to make your search process more efficient.
How to Use the Search Function
To use the search function in the Data Update Tab, follow these simple steps:
- Access the Data Update Tab: Log in to your system and navigate to the Data Hygiene Section. This is typically found within the Contacts module.
- Locate the Search Bar: Once you’re in the Data Update Tab, you’ll find a search bar within the page.
- Enter Your Search Query: In the search bar, enter the search query related to the contact or company you’re looking for. You can input information based on the search logic described below.
- Initiate the Search: Press the “Search” button to initiate the search. The system will quickly filter and display the relevant records that match your search criteria.
- Review and Update: Once you’ve identified the desired record, you can click on it to access and update the information as needed.
Filtering and Sorting Records in Data Hygiene
In addition to searching for contacts and companies, you can use filters and sorting options in Data Hygiene to find and organize records more easily.
Filtering Records
You can use the following filters in Data Hygiene to narrow down records based on their status or participation:
- Active Member
- Primary Member
- Registered User
- CPD Participant
- Company is a Member
- Subscriber
- Part of Committee
You can also use the Source advanced filter to find records based on where their information originated.
To apply this filter:
- Click Add Advanced Filter.
- Click Select Property and choose Source.
- Under Compare as, select one of the following conditions:
- is one of: Matches one or more selected source values.
- is equal to: Matches a specific source value.
- is not equal to: Excludes a specific source value.
- is empty: Finds records without a source value.
- is not empty: Finds records with a source value.
- Depending on the comparison condition, select the applicable source value(s):
- Unknown
- Membership Application
- Add New Member
- Update Member Profile
- Fill Member Profile
- Transfer Membership
- Event Registration
- Course Registration
- Edit Attendee Profile
- Update Billing Information
- Update My Glue Personal Billing Information
- Outlook Email
- Fundraiser Donation
For example, select Source → is one of → Membership Application, Event Registration to find records associated with either source.
Sorting Records
You can also sort records by Date Created to organize them according to when they were added to the system.
Search Logic for Contacts
When searching for contacts, the system uses a predefined set of fields to find relevant records. The following fields are included in the search logic for contacts:
- First Name: You can search for contacts by their first name, making it easy to find individuals by their given names.
- Last Name: Search by the last name of your contacts, allowing you to locate specific individuals more accurately.
- Email: If you have the email address of a contact, you can enter it in the search bar to find the corresponding record.
- Company: This field allows you to search for contacts associated with a particular company or organization.
- Phone: If you have the phone number of a contact, you can use it to locate their record.
Search Logic for Companies
The search logic for companies focuses on finding relevant records based on the following fields:
- Company Name: This field enables you to search for companies by their name.
- Phone: You can search for companies by the associated phone number, allowing you to quickly identify and update relevant records.
Note: Before November 2, 2025, Data Hygiene was called Data Update Verification.