Settings: Data Consistency
Learn how the Data Consistency section helps your business find missing, incomplete, or inconsistent account information across the CRM.
Thought Process
The Data Consistency section is designed to help keep your CRM clean, useful, and reliable. As accounts are added, edited, imported, or updated by different users, some information can be missed or entered unevenly.
Instead of searching through every account manually, this section gives you a structured way to spot records that need attention. It highlights key areas such as telephone numbers, company names, postcodes, towns, counties, websites, and social media links.
Why it matters
Cleaner account data makes the CRM easier to search, report on, map, segment, and work from day to day.
Why structure helps
Breaking data checks into clear categories helps users fix one issue at a time without feeling overwhelmed.
The Main Consistency Areas
Account identity
Check for important account identity details such as missing company names, making sure records can be recognised and managed properly.
Contact details
Review missing telephone numbers so teams have the essential contact information they need when working with accounts.
Location data
Find missing or incomplete towns, counties, and postcodes so account addresses, mapping, visit planning, and regional reporting work better.
Online presence
Review missing websites and social links including Facebook, Instagram, LinkedIn, and Twitter/X.
Postcode global data
Check global postcode reference data where postcode, county, or coordinate information may be missing.
Quick issue counts
Each section shows a count, helping you understand where the biggest data quality issues are before opening the records.
Why Data Consistency Is Split Into Sections
Different fields affect the CRM in different ways. A missing telephone number affects contact activity, while a missing postcode can affect map accuracy, visit planning, location searches, and regional reporting.
Business data
Company names, telephone numbers, and websites help users identify, contact, and understand each account quickly.
Location data
Towns, counties, postcodes, and postcode reference data help keep map views, route planning, and territory checks more reliable.
Simple Walkthrough
- Go to Settings.
- Open the Data Consistency section.
- Review the available checks and look at the issue counts.
- Choose the area you want to work on, such as Postcodes, Telephone Numbers, or Website Addresses.
- Open the list of affected records.
- Update the missing or incorrect information where possible.
- Return to Data Consistency and continue with the next section.
What You Get From Cleaner Data
Better search results
More complete account information makes it easier for users to find the records they need from anywhere in the system.
Improved mapping
Cleaner address and postcode data improves location-based tools such as map views, territory reviews, and visit planning.
More useful reporting
Consistent towns, counties, and account details make reports easier to understand and compare.
Stronger team usage
When users trust the data, they are more likely to use the CRM properly and keep records updated.
Getting the Most From Data Consistency
Check after imports
After importing accounts, run through Data Consistency to catch any fields that were missing from the source file.
Prioritise essential fields
Start with company names, telephone numbers, postcodes, and towns. These usually have the biggest day-to-day impact.
Fix location data before planning
Before reviewing map coverage or planning visits, check postcodes, towns, and counties so locations are more accurate.
Review regularly
A quick monthly data check helps stop small gaps turning into larger data quality problems later.