Relationships

Report and Manage Outdated People Records

Maintaining accurate and up-to-date information about your members, stakeholders, and contacts is crucial for effective communication and decision-making. With Engagifii’s "Last Updated Report" feature, you can easily identify potentially outdated people records, filter those records for deeper analysis, and prompt action to ensure your database remains relevant and accurate

List Potentially Outdated Records

The "Last Updated Report" feature allows you to generate a comprehensive list of people records that have not been updated since a specified date. This ensures you have clear visibility into which records may need attention, helping you proactively manage data quality.

Filter Lists for Focused Analysis

Narrow down your list of outdated records by applying additional filters such as tags, positions, organization, and person type. This allows you to focus on specific groups or criteria, helping you prioritize updates for the most critical records.

Send Email Reminders to Prompt Action

Once you’ve identified the records that need updates, you can easily send email reminders directly from the report interface. Choose to notify the individual themselves or their Organization Lead. This streamlined process helps keep your data accurate without the need for manual follow-up.

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