CRM Data Validation

The add-on is a data validation tool that includes the following functionality:

User Interface Validation

This feature allows you to view the attributes for a particular entity and examine their usage within the system.

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You can choose to display:

  • All Attributes
  • Only default attributes
  • Only custom attributes

The attribute list can be further refined by:

  • Show all attributes
  • Show only attributes found on forms
  • Show only attributes NOT found on forms

You can compare the data found within an individual attribute by setting thresholds. This feature allows you to compare the total number of records found in the entity to the number of instances where a particular field contains data.

  • The Positive threshold is a percentage that reports records containing data more than X percent of the time
  • The Negative threshold is a percentage that reports records containing data less than Y percent of the time.

This data can be utilized to determine if your data entry form is properly balanced with the important attributes being on the first tab and lesser-used attributes being on the subsequent tabs.

Data may also be collected showing attributes which contain data but are not being utilized on the form. This could indicate an architectural change in the system and the possibility that those fields can be removed.

Downloads

Review the Documentation in Adobe Acrobat format.

Pricing

CRM Data Validation is priced at $249.00US per user.  You may place your order here.

Partner Program

Microsoft Partners and CRM resellers can join our Partner Program and receive discounts for any of our CRM-related add-ons.

For more information, please email:  info at crmaccelerators dot net

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