Worksheet

Member cleanup worksheet

Three blocks share one sheet of paper. The first is a field mapping table with columns for old column name, source file, new field name and required or optional. The second is a household merge log with the two record numbers, the survivor, the reason and who approved it. The last is a lapsed status list with reason, date and follow-up owner.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Member Database Cleanup Before You Move to One System”, www.gullysystem.com/blog/member-database-cleanup-before-you-move-to-one-system