Data standards keep values like Department and Office consistent. When a standard is on for a
field, the user forms show a dropdown of the values you allow, instead of a box anyone can type into.
No more Sales, sales and Sales Dept for the same team.
To set them up, go to Settings > Data standards.
Fields you can standardize
- Department
- Job title
- Company
- Office
- Division
- City
- State or province
- Zip / postal code
Set up a standard
- Go to Settings > Data standards.
- In the Fields list, turn on the switch next to the field, for example Department.
- With the field selected, type an allowed value in Add an allowed value and select Add, or press Enter. Repeat for each value.
Changes save as you make them; there's no Save button.
To remove a value, select × next to it. To stop using a standard, turn its switch off. The field goes back to a free-text box, and the values you added are kept in case you turn it on again.
What changes for people creating and editing users
With a standard on, the field is a dropdown on:
- Tools > Users > New user;
- the user edit panel, when you open a user from Tools > Users > All users.
If an existing user has a value that isn't on the list, it's kept. The dropdown shows it marked current value, not standard, so editing something else about the user never changes it by accident. Pick a value from the list to replace it.
Things to know
- Standards are set per domain. With more than one domain, choose the domain in the title bar first. Each domain has its own standards.
- Bulk tools aren't checked. Bulk create and Bulk update write whatever is in the CSV file, so check the values in your file match your standards.
- Nothing changes in Active Directory when you set up a standard. Existing values stay as they are until someone edits them.