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Integrity Checker - don't forget this CRM tool

Integrity is the state of being whole and undivided, a firm adherence to a code.

So wouldn't you want a way to validate your CRM database, tables and linked records?

Common Issues:

  • Did you import a group of records and now the results are not Showing up properly?
  • Did someone "delete" instead of "retire" a user and now you see invalid or blank values for Account Manager?
  • Are there reports showing blank data or 'invalid' in place of the correct users's name?
  • Are activities now showing up correctly?
  • When clicking on a digital attachment, you don't see the related file or get an error message?

This post first appeared on Business Success With CRM, Implementer & Guide, please read the originial post: here

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Integrity Checker - don't forget this CRM tool


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