elDoc provides a Document-Centric CRM, allowing businesses to seamlessly integrate suppliers, counterparts, and associated documents into automated workflows. Unlike traditional sales-driven CRMs, elDoc focuses on managing documents linked to suppliers, enabling greater control and streamlined workflow automation.

In this section, we’ll guide you through configuring value lists and setting up data validation rules to ensure seamless data entries in elDoc CRM.

1. Configuring Company ID Validation Rules

To maintain data consistency and accuracy, users can set up pre-defined validation rules for Company ID using Regex expressions. This ensures that all entries follow a specific format.

Steps to Configure Company ID Data Validation:

  1. Navigate to the "Settings" Tab in CRM module from main menu 
  2. Locate the Company ID section under CRM settings tab.
  3. Define a validation pattern using standard Regex expressions to enforce a structured format.
  4. In the Hint field, enter a message that guides users on the correct format (e.g., "Company ID must be a 10-digit numeric value").
  5. Save your settings to apply the validation rule.

2. Setting Up Value Lists for CRM entries 

elDoc allows users to create custom value lists for CRM entries, enabling a structured way to categorize suppliers based on predefined criteria.

Steps to Add a Value List for Company Area & Company Type:

  1. Go to the "Document Workflow Module".
  2. Proceed to Configuration → Directories and Open the CRM Company Area / CRM Company Type.
  3. Define the value list options based on your organization’s needs (e.g., Industry Type, Business Category, Supplier Tier, etc.).
  4. Save the settings to ensure these value lists are available for future CRM entries.

Watch our short demo tutorial to see these configurations in action.