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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 ...
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 ...
Behavioral Rules
Behaviors define the CRM activities you'd like to track or motivate. For example, you can define a behavior to motivate your team to "create more lead records with telephone numbers", and award one point per record to the record owner. Add behavior ...
Workflow Rules
Workflow Rules in Zoho Recruit are a set of actions (alerts, tasks, and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email alerts and SMS alerts, assigning tasks, and updating ...