Searching for Non-Primary Data in CiviCRM

One of the questions we occasionally get from our clients concerns how users can search for non-primary emails, addresses, and phone numbers in CiviCRM.  Because so many constituents use different emails for different purposes - one for billing, one for bulk emails, and so forth - it can become a challenge to locate people in your data.  However, we have a couple of suggestions for how you can search across all emails, phone numbers, and addresses.

Option 1: Add Them to Your Search Results

Tips for Minimizing Duplicates

Nearly every client with whom we’ve worked over the years has wrestled with how to manage duplicate contacts in their Civi.  Although it’s impossible to eliminate duplicates completely, we do have some tried-and-true suggestions for minimizing them with as little risk as possible.

Creating effective duplicate rules is often more art than science.  You want to hit the sweet spot between removing the possibility that contacts are overwritten incorrectly, and setting the rule so restrictively that contacts are more frequently duplicated than not.

CiviCRM and Jasper Reports

One of the best attended sessions at NTEN's 14NTC was the Data Visualization session.  It was not only standing room only, but it also included people sitting on the floor and standing outside the room trying to hear tips and insights about this hot topic.

CiviCRM has a wide selection of reports.  Users can choose out of the box reports, but if these don't meet your needs, you can also customize them.