Option to make Built-In Fields Required/Mandatory (e.g. Lead Source)
Really need to be able to require specific fields in the contact & job information, ESPECIALLY lead source.
John Esh
shared this idea
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Taylor Byington
commented
Yes to all above and below my comment. Sales people struggle to enter customer info. so we need the option to make default contact fields mandatory just like we can make customer fields mandatory.
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Dan Howson
commented
But please allow us to choose which of the built-in fields are required.
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Ashley Self
commented
I have completely spaced the phone number quite a few times so I thought it was a good idea to make it a required field before you could save and go to the next screen when adding a new contact.
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Anonymous
commented
If we could make a field mandatory, while tracking anything in a system, it would help remind the teams to ask the question. This can also lead to false information, however, that would just be an option to choose from. The busier we get, the easier it is to forget certain details. This is important to us in marketing for tracking of how we spend our money and what leads are most effective, however, I know there are probably many fields that would be helpful for many different people depending on what their focus is!