Validation Rules

Ensure the accuracy of data that enters CRM using Validation Rules

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Related Articles
Working with Validation Rules
Creating and keeping high-quality data is difficult, but it's even harder to identify and fix a dataset full of mistakes. Faulty CRM data can lead to negative consequences for a company, including impeding operations, generating unreliable reports, ...
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 ...
Configuring Workflow Rules
Workflow Rules in Zoho CRM, are a set of actions (email notifications, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email notifications, assigning tasks and updating ...
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 ...