topic Re: Mandatory formatting in Data Hub

Mandatory formatting

EVatsev — Tue, 26 Nov 2024 10:42:41 GMT

Hi,

I have a lot of formatting issues in my portal when it comes to contacts. Example, first and last name are .. (usually created from imports), email address as name, descriptive names (finance team of X company) and many more.

Is there a way to set the mandatory formattin so that the first and last name is required? Then, that these fields can't contain @ so it can't be an email etc?

Thanks!

Re: Mandatory formatting

karstenkoehler — Tue, 26 Nov 2024 10:50:42 GMT

Hi @EVatsev,

Yes, you can set validation rules for (some of these) properties, see here: https://knowledge.hubspot.com/properties/set-validation-rules-for-properties

Keep in mind that these will not apply retroactively, only when the field is edited the next time.

Best regards

Re: Mandatory formatting

EVatsev — Tue, 26 Nov 2024 12:53:10 GMT

Thanks, @karstenkoehler! This helps a lot!