Personal Relationship Queue
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Records added to Compass (via myOmegaFi) that include the parent and emergency contact steps of new member registration, can be reviewed and/or edited in the Personal Relationship Queue.
Reviewing The Queue:
- Use the "Select All" feature to check all records
- Review records:
- Formatting (capitalization, spelling, etc.)
- Duplicate records
- Deselect records that require formatting updates and/or are duplicates
- Remove checked records
- Perform formatting updates
- Merge duplicate records
- Remove updated records
Recommendation - Work the queue daily