What are the mandatory fields while importing data?

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• What are the mandatory fields while importing data?

  While importing data, all the mandatory fields in CRM (for the record type) needs to be mentioned in the import file. For example, if Lead Name and Companydetails are mandatory to add a lead in CRM, you need to have these details mentioned in the ...

• How to make certain fields mandatory or non mandatory in CRM?

  You can make certain fields mandatory or non mandatory in CRM by following the steps given below: Click Setup > Customization > Layouts. In the Edit Page Layout page, select the desired Module. The fields corresponding to the module are displayed. ...

• How to assign records to other users while importing data?

  In XLS or CSV file, ensure that users' CRM ID is specified so that the records will be automatically assigned to the corresponding users. Please note that, records with blank values for CRM ID will be assigned to the person who imports the data. In ...

• Fields

  Set Access Permissions for Fields With the field-level security, you can control the access rights of CRM fields for various profiles. This will ensure smooth security at the field-level, allowing users to access the fields that are relevant to their ...

• Is it mandatory to have a department?

  Its is not mandatory to have a department in helpdesk. Moreover helpdesk creates a default department as General. You can setup mail server settings for this default department or create your own department.