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EVatsev
Contributeur

Mandatory formatting

Résolue

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!

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1 Solution acceptée
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Mandatory formatting

Résolue

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

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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EVatsev
Contributeur

Mandatory formatting

Résolue

Thanks, @karstenkoehler! This helps a lot!

0 Votes
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Mandatory formatting

Résolue

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

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Votes