# What is the best way to simultaneously clean up records & also adding new ones in the proper manner?

I am a new employee with my agency and also new to Giveffect.  Previously employees did not keep records straight, and I am trying to update everything and get it all worked out.  How can I ensure the best way to clean up the current and past records while also creating new ones with our new process that works properly? I want to find the most efficient way to do that.

##### Post Metadata
- Posted at: almost 5 years ago
- Author title: Development Assistant
- Net upvotes: 1


## Comments
### Comment 1

Hi Laura! We on the Client Success Team would be more than happy to help you determine the best way to go about that based on your process and the state of the data currently. A Client Success Representative will personally be reaching out to you to help you through that process. Thank you for being in touch! 

##### Comment Metadata
- Posted at: almost 5 years ago




## Related Product
[Giveffect](https://www.g2.com/products/giveffect/reviews)

## Related Category
[Nonprofit CRM](https://www.g2.com/categories/nonprofit-crm)

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