Data Rules​

Profile Rules

Group Members

Administrators can perform the following operations:

• Create rule groups

• Manage group members

• Configure additional rules within each group

Field Rules

Administrators can perform the following operations:

● Customize Required fields, Editable fields, Hidden fields

● Duplicate existing field rules

Tag Rules​​

Administrators can configure the following settings:

• Tag usage restrictions (allow/deny)

• Tag visibility settings

• And replicate existing tag rules

Progress Rules​​

Administrators can configure the following settings:

• Enable/disable stage rules

• Configure stage settings (usage permissions and visibility)

• Copy existing stage rules

Duplicate Check Rules

Administrators can configure the following settings for different customer types:

• Deduplication fields

• Search scope

Public Pool Rules

Administrators can establish data rules for different public customer pools