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  1. Conditional Logic for Required Fields

    Not sure of category...

    Currently we are able to mark Contact Fields as Required.
    The issue is that it is all or nothing.
    Would like to be able to use conditional logic to assign these as needed, not on all clients or stages.

    Examples:
    If a client is moved to a sold status, a sale date would be required.
    If lead source equals Referral, referring individuals name and email would be required.

    These are specific instances, but this would be useful across industries.

    4 votes

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    0 comments  ·  Company Info  ·  Admin →
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