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, pipeline 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.
Fields
Data quality has a second view, Fields, 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. It replaces the Hygiene action that used to sit on the Deals page; old links to it open the Fields view.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