Frequently Asked Question
Data Cleanup
Last Updated 11 days ago
The Data Cleanup tab on CounterCRM > Customer Lookup lists customer records worth fixing in Counterpoint. CP2 only lists them: make the changes in Counterpoint, and they drop off the list after the next nightly import.
What it checks
| Problem | What it means |
|---|---|
| Postal code | Missing, or not a real Canadian postal code (A1A 1A1) or US ZIP code. Other countries aren't checked. |
| Province | Missing, not a province, or not the one the postal code belongs to. The first letter of a Canadian postal code fixes the province: V is BC, T is Alberta, K to P are Ontario, and so on. |
| Phone | No business phone, or one without ten digits. |
| An email address that isn't valid. A blank email isn't listed: many accounts are never emailed. | |
| City spelling | A city written a less common way than other accounts in the same province, such as "ABBOTSFORD", "Abbotsfrod" or "St. Albert" when most accounts say "Abbotsford" or "St Albert". |
| Possible duplicate | Another account with the same phone number or the same business name, ignoring case, punctuation and words such as Ltd and Inc. Accounts under the same parent account aren't counted. |
Using the list
Pick a problem from the list at the top to see one kind at a time; each shows how many there are. Search finds a customer, rep or word in the detail. Click a customer to open their CounterCRM page.
Reps see their own accounts; managers see every rep's. Inactive accounts, ship-to addresses and accounts left out by the Exclusion Rules aren't checked.