Approvals & data quality
Everything waiting on an admin’s decision, and client records that need fixing. The number beside each one is what is waiting right now.
Approvals
Requests from the team that need a yes or no.
Approvals
Changes CAMs have suggested to protected client details, and new clients added by hand.
4 waiting4 waitingReview queue
Replies that couldn’t be matched to a client, records held before joining the list, and register status changes.
Nothing waitingNothing waitingSuppress a client
Requests to stop contacting a client, and the clients already blocked.
1 waiting1 waitingContact information review
Check identifying correspondence after two years without a new reply.
Nothing waitingNothing waitingOwnership requests
A CAM asking for a client another CAM owns.
1 waiting1 waiting
Data quality
Records the imports couldn’t settle on their own.
Possible duplicates
Imported charities that may already be on the client list.
Nothing waitingNothing waitingData discrepancies
Details where two sources disagree — choose which one to keep.
1 waiting1 waitingIncomplete records
Clients missing a mission, sector, website, email or city, to fill in.
Open to checkOpen to check