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 ...
                                                                                    • 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 ...
                                                                                    • Configuring Workflow Rules

                                                                                      We are opening new actions: Add a meeting and Schedule a call in a phased manner and will be available only for selected accounts. Workflow Rules in Zoho CRM, are a set of actions (email notifications, tasks and field updates) that are executed when ...
                                                                                    • 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 ...
                                                                                    • FAQs on Assignment Rules

                                                                                      1. Which modules can assignment rules be created for? Zoho CRM allows admins and users with the relevant permission to create assignment rules for both standard and c ustom modules . The modules where records frequently enter the system in bulk such ...
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