Validations

Validations enforce data quality rules on your CRM records. Configure required fields, format checks, and custom validation logic.

Overview

Validations ensure that data entered into the CRM meets your business requirements. Rules are configured by administrators and enforced on both frontend and backend.

Related Modules:

• Settings - Validation configuration
• Contacts - Contact field validations
• Deals - Deal field validations

Validation Types

Required Field

Make a field mandatory:

• Field cannot be empty
• Form cannot submit without value
• Error message displayed

Format Validation

Check field format:

Format	Example
Email	[email protected]
Phone	+1-555-123-4567
URL	https://example.com
Number	12345

Length Validation

Control text length:

• Minimum characters
• Maximum characters
• Exact length

Custom Validation

Advanced rules:

• Regex patterns
• Conditional requirements
• Cross-field validation

Configuring Validations

Accessing Validation Settings

1. Go to Settings → Validations
2. Select the entity type (Contact, Deal, etc.)
3. View current validation rules
4. Add or edit rules

Creating a Validation Rule

1. Click Add Rule
2. Select the field
3. Choose validation type
4. Configure parameters
5. Set error message
6. Save

Validation Rule Fields

Field	Description
Entity	What type of record
Field	Which field to validate
Type	Validation type
Condition	When rule applies
Message	Error text shown
Active	Enable/disable rule

Entity Validations

Contact Lifecycle Validations

Common contact lifecycle rules:

Field	Rule	Example
Email	Format	Must be valid email
Phone	Format	Must be valid phone
Company	Required	Cannot be empty
Source	Required	Must select source

Deal Validations

Common deal rules:

Field	Rule	Example
Amount	Required	Must have value
Close Date	Required	Must set date
Account	Required	Must link account
Contact	Required	Must link contact

Contact Validations

Common contact rules:

Field	Rule	Example
First Name	Required	Cannot be empty
Last Name	Required	Cannot be empty
Email	Format	Must be valid if provided
Account	Required	Must belong to account

Account Validations

Common account rules:

Field	Rule	Example
Name	Required	Cannot be empty
Website	Format	Must be valid URL
Phone	Format	Must be valid phone

Conditional Validations

Rules that apply in specific situations:

Stage-Based Rules

If deal stage = "Proposal"
Then require: Amount, Close Date

Status-Based Rules

If contact status = "Qualified"
Then require: Budget, Timeline

Type-Based Rules

If activity type = "Meeting"
Then require: Start Time

Validation Enforcement

Frontend Validation

Real-time validation in forms:

• Fields validated as you type
• Errors shown immediately
• Form submit blocked if invalid

Backend Validation

Server-side verification:

• All data validated before save
• Prevents bypass of frontend checks
• Returns detailed error messages

Error Messages

Customize validation messages:

• Default: “This field is required”
• Custom: “Please enter a valid email address”
• Helpful: “Phone must include country code”

Validation Examples

Email Required for Contacts

Entity: Contact
Field: Email
Type: Required
Condition: Always
Message: "Email address is required for qualified contacts"

Valid Phone Format

Entity: Contact
Field: Phone
Type: Format (Phone)
Condition: When not empty
Message: "Please enter a valid phone number"

Amount Required for Won Deals

Entity: Deal
Field: Amount
Type: Required
Condition: When stage = "Won"
Message: "Deal amount is required for won deals"

URL Format for Website

Entity: Account
Field: Website
Type: Format (URL)
Condition: When not empty
Message: "Please enter a valid website URL"

Managing Validations

Viewing All Rules

The validation settings show:

• All active rules
• Entity grouping
• Field and type
• Enable/disable toggle

Editing Rules

1. Click on a rule
2. Modify settings
3. Update error message
4. Save changes

Deleting Rules

1. Select the rule
2. Click Delete
3. Confirm removal

Disabling Rules

Toggle rules off without deleting:

1. Find the rule
2. Toggle Active off
3. Rule no longer enforced

Best Practices

1. Start minimal - Add rules as needed
2. Clear messages - Help users fix errors
3. Test thoroughly - Verify rules work correctly
4. Consider workflow - Don’t block common operations
5. Document rules - Train team on requirements
6. Review regularly - Remove outdated rules

Troubleshooting

Common Issues

Problem	Solution
Can’t save record	Check required fields
Format error	Verify data matches pattern
Rule not working	Check if rule is active
Conflicting rules	Review rule conditions

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See Also:

• Settings - Configuration options
• Contacts - Contact management
• Deals - Deal management