Skip to main content
Data Quality is the record-cleanup workspace in Doris. Use it to review issues Doris found across your CRM records, meetings, contacts, companies, and deals, then apply or dismiss fixes.

​
When to use Data Quality

  • Home shows open record-health issues
  • A CRM source card shows data-quality warnings
  • Meetings are not linked to the right deal or company
  • Contacts are missing companies
  • Deals are missing required ownership or CRM context
  • You want to clean records before a forecast, dashboard review, or import audit

​
How to use Data Quality

1

Open the issues page

Open Data quality from the Records section of the sidebar.
2

Prioritize by severity

Start with high-severity issues. These are more likely to affect reporting, deal intelligence, or source health.
3

Filter the list

Narrow by status, severity, entity, or issue type when you want to focus on one kind of cleanup.
4

Open an issue

Review the proposed fix and the record it affects. Doris shows whether the action writes back to your CRM or only changes Doris-side links.
5

Apply, repair, or dismiss

Apply a confident fix, repair the issue manually when the right record needs to be chosen, or dismiss issues that are not worth changing.

​
Deal Hygiene

The Deals page also has a Hygiene action for field-by-field CRM review. Use it when you want Doris to compare tracked CRM fields against meeting, email, and commitment evidence, then propose cited CRM updates.

​
Where issues appear

  • Home — Records health card with the open issue count
  • Sources — CRM source warnings when data quality affects sync health
  • Deals — Issue panels for deal-specific record problems
  • Data Quality — Full issue list, filters, and resolution workflow
Fixing Data Quality issues improves every downstream surface: Deals, Companies, People, Meetings, Dashboards, and Home all read from the same record graph.