Validation Rules

Validation Rules


Ensure the accuracy of data that enters CRM using Validation Rules



Help guide
  1. Working with Validation Rules
  2. Exceptions to Validation Rules

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                                                                                                  • Related Articles

                                                                                                  • Working with Validation Rules

                                                                                                    One of the most challenging tasks in CRM system is ensuring the validity of data in it. A poorly maintained set of data can cost a company in more ways than one - your activities are slowed down, you will have inaccurate reports and it's plain ...
                                                                                                  • FAQs: Validation Rules

                                                                                                    What is a validation rule in Zoho CRM and why do I need it? In this data-driven world, it is crucial to ensure the validity and accuracy of your data. Data can enter your CRM system through various channels, such as advertisements, web forms, ...
                                                                                                  • Creating Validation Rules Using Functions

                                                                                                    By using function you can create a validation rule where the value entered by the user needs to be verified outside the CRM database. You can even validate the fields like phone numbers, zip code and so on for a particular pattern by mentioning the ...
                                                                                                  • Use Cases for Validation Rules Using Functions

                                                                                                    Make detailed description mandatory if specific terms are entered in the field Zylker Tech manufactures electronic assemblies and similar other products. Their manufactured items are outsourced for quality check to a third-party service provider. The ...
                                                                                                  • Zia Vision — Intelligent Image Validation

                                                                                                    You can use Zia Vision to automatically validate the images that are added to your CRM's records. Using this feature, you can ensure that these images are accurate, consistent, and of the requisite quality. This has multiple benefits, ranging from ...
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