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Contacts

Manage contact property format issues

Last updated: August 11, 2021

Applies to:

Operations Hub Starter, Professional

To maintain an organized CRM, it's important to have accurate and consistent data. In your HubSpot account, users with Super admin permissions can view possible format issues for your contact property values (e.g., a First name value in all capital letters) and correct them. Addressing format issues can help your team more easily search the CRM, as well as ensure personalization tokens used in emails or content are formatted consistently.

To manage format issues for contacts:

  • In your HubSpot account, navigate to Contacts > Contacts.
  • In the upper right, click Actions.
  • In the dropdown menu, select Data quality.

contacts-data-quality-action

  • In the left sidebar menu, view properties for which contacts have a possible format issue, and the number of contacts with issues for that property. Click the property name that you want to manage format issues for.
  • In the table, view possible issues and accept or dismiss proposed resolutions:
    • Contact: the contact whose property value has a possible format issue.
    • Issue: the current property value that has a format issue.
proposed-format-contact-property
    • Proposed: the proposed new value to resolve the format issue. Hover over the info Info icon to view the reason for the issue.
    • Actions: select whether to Accept or Dismiss the proposed resolution.

accept-or-dismiss-actions-format

  • Once you've chosen to accept or dismiss the resolution, the format issue will be removed from the list. If you choose to accept, the contact's property value will be updated to the value shown in the Proposed column.