Navigate to SugarCRM > Admin > "ICC Settings for Data Quality" > License Configuration

Enter the License Key and click Validate to activate the license.

Navigate to SugarCRM > Admin > "ICC Settings for Data Quality" > Data Quality
OR via URL: *sugarurl*/#ICC_DataQuality

Open the Record View by clicking the Create button or via the Action Menu in the navigation bar: "Create Data Quality".

The Quality Level is defined here. The Name field is auto-populated but can be edited manually.

Select the Module: Choose between Account or Contact.

Select Quality Levels – One record must be created for each level. Please follow this order (from lowest to highest):

1. Mandatory fields incomplete (Lowest)
2. Low
3. Normal
4. High (Highest)

Note: The system detects missing levels during validation. These are logged in sugarcrm.log, and the corresponding records will be cleared.

Field Selection – Select the relevant fields for each level.

Note: Logically, fields from a lower level should be included in the next higher level.

Team Permissions – Valid teams can be assigned via the "Valid for Team" selection.

Recommendation: To minimize errors, it is best practice to create a complete set of quality levels for each specific team (if required).

Navigate to SugarCRM > Admin > "ICC Settings for Data Quality" > Lower Data Quality Settings
OR via URL: *sugarurl*/#ICC_DQ_Settings

Click Create or use the Action Menu: "Create Data Quality Setting".

The Name field is auto-populated.

Select the quality levels in the same order as above (Mandatory fields incomplete up to High).

Define the timeframe in the field: "Lower Level after (days)".

Starting the Initial Check

1. Go to SugarCRM > Admin > "ICC Settings for Data Quality".
2. Click "Start Data Quality Check for all Records" (the status will change to "Data Quality Check Running").
3. Confirm the data change to start the process.

Note: Cronjobs must be active, as the background job handles the population and updates of the Data Quality values.

Verifying Layouts

5.2.1 – Listview: A new column "Data Quality" should be available (may need to be enabled via column settings).

5.2.2 – Recordview: The "Data Quality" field should be located at the bottom of the first panel.

5.2.3 – Functional Test: Verify the logic for both existing and new records.

Note: In case of conflicts, please refer to the previous notes and logs.