The most important things to remember whenever inputting data into the CRM is always consider its purpose, and always follow the naming conventions.
Critically, each interaction or activity is required to be linked to one or more funding instruments. If this is not accurate the VT reporting to funding bodies and stakeholders will be incomplete and/or incorrect.
Use Title Case Capitalisation for names.
Migrant resource centre
Migrant Resource Centre
Do not use the ampersand symbol. Type the word “and” instead.
Smith, Jones & Cork
Smith, Jones and Cork
Only use acronyms if they are commonly used in public by the organisation and only use them in brackets beside the full organisational name.
Council on the Aging (COTA)
Do not use full stops between initials.
Use the abbreviation for Incorporated organisations with a full stop
Incorporated / Inc / Incorp.
There should never be multiple records or ‘duplication’ for accounts or contacts.