Standardizing Data Entry for Companies and Contacts
Standardizing Data Entry for Companies and Contacts |
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Standardizing Data Entry for Companies and Contacts |
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Before you begin entering companies and contacts into your database, you may want to discuss standardization of data entry with other Users at your company. For example, you may want to set company-wide standards for the following elements:
| • | Company Names: Determine how to use spacing and punctuation in company names. |
| • | Telephone Number: Determine how you want telephone numbers and area codes to appear, e.g. (306) 975-3737, 306-975-3737, 306.975.3737, etc. |
| • | Addresses: Determine whether abbreviations or full words will be used in addresses, and if abbreviations are used, whether you will use periods, e.g. Avenue, Ave or Ave.; Street, St or St.; Green Street East, Green Street E, Green St E, etc. Also determine the spacing and punctuation when referring to apartments, e.g. 45 107 King Street, 45-107 King Street, 45 - 107 King Street, etc. |
Later, you may run reports containing the information you enter here, and these reports may be given to your clients. Standardizing the information in these reports will make them appear neater and more professional.
