Quick check for any details in Contact Record
In reviewing our database, we have a number of Contacts with minimal information - only name, email address and/or phone number, servicing advisor, category and status. There are no notes or history in a quick search.
It would be nice to have a simple way to check through the tabs for the Contact (Membership, Documents, Seminars, etc.) to see if any information is there. If not, then the record could potentially be deleted. If there is information, then it can be reviewed and determined how to handle updating the record.
My assumption is there was a list imported at some point with information not correctly added, and things were not checked and/or corrected. The contacts have been in our database for a number of years, and are not clients, so the need to retain them is likely unnecessary - especially with such minimal info. Having a "quick check" feature for any information would be helpful for determining next steps.