Demo Mode

Cleanup Plan

A prioritized checklist based on confidence in each finding, how many records it affects, and its impact on accuracy.

Progress

0 of 8 tasks complete

0%
Incomplete records shouldn’t be deleted automatically — many belong to real people. Each task suggests a careful, reversible step.
  • High priorityTo do

    These pairs share several strong identifiers such as email, phone, and birthdate.

    Suggested action: Compare each pair side by side, then merge confirmed duplicates inside Planning Center.

    12 profiles affectedConfidence: HighImpact: High0 of 6 pairs reviewedOpen →
  • High priorityTo do

    These people can't currently be reached through the database.

    Suggested action: Check whether a household contact applies, or ask for details at the next visit. Don't delete them.

    41 profiles affectedConfidence: HighImpact: MediumOpen →
  • Medium priorityTo do

    Adults missing an email address. Children are excluded because they often share household contact details.

    Suggested action: Invite people to update their details through your usual check-in or connection card process.

    116 adult profiles affectedConfidence: MediumImpact: MediumOpen →
  • Medium priorityTo do

    These pairs share one or two identifiers. Some may be different people.

    Suggested action: Review carefully; mark pairs as Not a Duplicate when they are different people.

    20 profiles affectedConfidence: MediumImpact: Medium0 of 10 pairs reviewedOpen →
  • Low priorityTo do

    Profiles using initials, a placeholder like "Visitor", or no last name.

    Suggested action: Fill in full names where known. Leave records in place if the person can't be identified yet.

    28 profiles affectedConfidence: HighImpact: LowOpen →
  • Low priorityTo do

    Households with near-identical names (for example "Miller Household (2)") — an illustrative aggregate.

    Suggested action: Confirm whether each household should be combined in Planning Center.

    5 households affectedConfidence: MediumImpact: Medium
  • Low priorityTo do

    Mostly name-only matches. Many will be different people with common names.

    Suggested action: Quick scan only — mark as Not a Duplicate unless you know otherwise.

    16 profiles affectedConfidence: LowImpact: Medium0 of 8 pairs reviewedOpen →
  • Low priorityTo do

    Birthdates help tell people apart and support age-based ministries. Not every profile needs one.

    Suggested action: Prioritize children's ministry and volunteer profiles. Only collect what your church needs.

    412 profiles affectedConfidence: LowImpact: LowOpen →