This slide gives a brief, yet detailed summary of the important aspects of of data quality in SugarCRM.

1. SugarCRM Data
Quality
•
All About Duplicates
1
De-Duplication and
Duplicate Detection.

2. SugarCRM Duplicate Detection
•
New Record Entry
2
SugarCRM has safeguards to prevent duplicates when
you enter new data

When new records are
added into a SugarCRM
module, Sugar scans for
similar entries and
warns you if that record
might be a duplicate

3. SugarCRM Duplicate Detection
•
Lead Conversion
3
SugarCRM offers protections against duplicates in the
lead conversion process.

When you are ready to
convert a lead,
SugarCRM scans your
contacts for similar
entries.

If a similar record exists,
you will be prompted to
either continue saving
the record or to end the
process.

4. SugarCRM Duplicate Remediation
•
Finding Duplicates
4
SugarCRM contains processes that allow you to find
duplicates

By using the module search in
Sugar, you can find and merge
duplicate entries.

You can also find
duplicates by
selecting an entry and
selecting Find
Duplicates on the
Record View page

5. SugarCRM Modules
•
SugarCRM Data Quality Modules
5

6. SugarCRM Remediation Modules
•
DeDupit
6

DeDupit is a SugarCRM module that runs configurable de-
duplication routines to keep SugarCRM data clean.

The administrator can add any number of deduplication
routines that will match data on any module or combination of
fields. Any routine can be set to automatically merge
the records or
push them into
a table to be
reviewed at a
later time.
Click here to find out more about DeDupit

7. SugarCRM Remediation Modules
•
Duplicate Detector
7
Find Duplicates BEFORE You Save!

Instead of waiting until after you enter a new record's
information to know if it's a duplicate, know after the first
field if you're working on a duplicate.

Improve your
SugarCRM data quality
by being prompted of
duplicate values while
creating new records.
Click here to find out more about Duplicate Detector

8. SugarCRM Remediation Modules
•
Enforce Field Formats
8

Enforce Field Formats is a SugarCRM module that allows
you to apply a mask of a defined fixed size pattern on input
fields with a type of Name, Varchar, Phone and Custom
from any SugarCRM module like Accounts, Contacts, etc.

Easily improve
your SugarCRM
data quality by
applying mask
patterns to most
any field.
Click here to find out more about Enforce Field Formats