Data Conversion
Quality AssuranceData Conversion
Quality Assurance| Done | Function |
| Contacts count matches the source data | |
| Accounts count matches the source data | |
| Contacts generally appear normal from random testing | |
| Accounts (Organizations) generally appear normal from random testing | |
| Converted contact names ok | |
| Converted addresses ok | |
| Converted secondary Contacts & addresses ok | |
| Converted tertiary Contacts & addresses, either as new contacts or along with primary contact | |
| Country Code in phone and Zip Code placement is appropriate for the country | |
| No duplicate records | |
| No blank records | |
| Converted primary phone numbers | |
| Converted secondary phone numbers with labels | |
| Converted Activities (calls, meetings, to-do's) | |
| Keeps Activities linked to contacts | |
| Converted History | |
| Converted Notes | |
| Converted Groups | |
| Converted Email addresses | |
| Converted Links to documents | |
| Converted Sales / Opportunities | |
| Converted email contents - the actual messages | |
| Filters in to Groups ok | |
| Converted User rights | |
| User Defined Fields have original labels | |
| Record Manager is correct | |
| Makes sure all Unique Id's are filled properly | |
| Trims character fields of excess blanks | |
| Retain Record Creator, Date, and Time | |
| Retain Group Creator | |
| Fill in Group Descriptions | |
| DeDuplicate Groups | |
| Make Contacts Public or Private as in Goldmine | |
| Make Activities Public or Private as in Goldmine | |
| Import multiple Web Site URLs | |
| Fill in Country from Phone Area Code | |
| Mobile Phone and Pagers in correct fields | |
| Removes extra 1's and fix dashes in Phone numbers | |
| Phone Extensions in proper case | |
| Special handling for GM User List | |
| Color Activity by Priority Hi=Red, Med=Blue, Low=Black | |
| Check FName and LName for proper Lookup |
Issues Found:
Quality Assurance Technician:
Date of Testing:
Status: Failed (Do over again) Pass (Ok to send to customer)