Complete data calculation settings
Creatio allows you to customize the parameters used for the calculation of the profile data. You can set up the scale to be displayed on a contact, account or opportunity page.
The data complete calculation can be customized for the [Contacts], [Accounts] and [Opportunities] sections. The customization process is similar for all these sections.
To set up the data complete calculation for contacts, accounts or opportunities:
1.Open the [Lookups] section. To do this, open the system designer by clicking the 
button at the top right corner of the application. In the [System setup] block, click the [Lookups] link.
Note
You can set up access rights to this action using the [Access to “Lookups“ section] system operation.
2.Select the [Data entry compliance] lookup in the list Select the lookup record and click the [Open content] button.
3.On the opened page, select the section for which you want to configure the data complete calculation: [Contacts], [Accounts] or [Opportunities].
For example, let's configure the data complete calculation settings for contacts. To do this, select the [Contacts] record in the list and click [Open].
4.On the opened page, you can set up the scale and the parameters of the indicator.
The incomplete data percentage is marked red on the indicator, the satisfactory data percentage is marked yellow and the complete data percentage is of green color (Fig. 1).
To set up the profile data complete indicator, define the ranges of values to be regarded as incomplete, satisfactory and complete profile data. To set up access permissions:
1.Specify the upper limit of the range to be assigned to the incomplete profile data. This is the lowest possible value that is satisfactory. By default it is set to “50%.”
2.Specify the upper limit of the range for the satisfactory level of the profile data complete. This value will also serve as lower limit for the “complete” level. By default it is set to “80%.”
Fig. 1 Profile data complete indicator
Note
The lower limit of the incomplete data range is non-editable and always equals "0%". Similarly, the upper limit of the complete data range is non-editable and always equals "100%".
You can set up the indicator attributes to define how different types of profile data entered impact the percentage of the profile data complete. For example, you can configure the settings so that entering information about a contact's company will add 15% to the percentage of the profile data complete.
Note
The [Attributes] detail of the [Data entry compliance] lookup uses an editable list which is described in a separate article.
To set up the data complete attributes:
1.Go to the [Attributes] detail toolbar and click the 
button.
Note
The total percentage of the data complete attributes must equal 100%. You can add a new attribute only if the total percentage of the already added attributes is less than 100%.
2.Select the required attribute from the drop-down list. An attribute can be:
a.A field value on a page. For example, contact role.
Note
Fields to be filled in with numeric type values are considered filled in if they contain any value except 0.
b.Information on connected tabs. For example, calls connected to a contact.
Note
The [Activities] detail displays the connected "Task" type activities only.
c.Values for different types of detail fields.
[Addresses] and [Communication options] tabs of contacts and accounts have different types of values to be filled in their fields. Each address type (legal, postal etc.) and each communication option (mobile phone, email etc.) is considered a separate attribute.
3.Specify the amount of percentage you want an attribute to add to the indicator of the profile data. For example, you can set up the calculation so that specifying a mobile phone number for a contact will add 25% to the percentage of the profile data complete.
You can configure other attributes in the same manner.
Note
When you add a new attribute to the [Data population percentage] column, the maximum possible value is set by default.
4.When you finish the setup process, save the changes made to the [Data entry compliance] lookup. All indicators displaying the account profile data completion will be updated automatically.
See also
•Percentage of profile completion
