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Steps To Set Rules for the Field of the Module in CentraHub CRM

Steps To Set Rules for the Field of the Module in CentraHub CRM

CRM Software Knowledge Base

1. Go to settings of CentraHub CRM, type Field in the search box on the left side of the screen.

CRM Software Knowledge Base
CRM Software Knowledge Base

2. From the drop-down list of module customization, Click on [Module] field to create a custom field.

CRM Software Knowledge Base

3. Click on the Rule in the [Module] field page.

CRM Software Knowledge Base
CRM Software Knowledge Base

4. Click on New to create a rule for the field (A rule window would open).

Field Specification for the Field Rule

Name

Enter the Field Rule name.

Apply on

Select the checkboxes where the Field Rule has to be applied.

Condition

Apply the condition (If you want to add more conditions, click on the + button)

Actions

Create the Field-level Rule actions (properties, messaging, alerts and formatting).

5. Click Save.

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