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
John Esh
    
 shared this idea
      
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      Alyx Gray commented This is huge! All of the fields should have the option to be required so they fit each user perfectly. For example, we would have First and last name, phone number, email, address information and lead source all marked as required to ensure we are not missing any client information. 
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      Mike Gay commented This is critical to our marketing department in regards to lead source. 
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       Karla Ferguson
    
 commented Karla Ferguson
    
 commentedThis is a field that is commonly skipped, even with the best intentions, as it cannot be set to 'required' as the other fields in the contact form fields. 
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       Karla Ferguson
    
 commented Karla Ferguson
    
 commentedAbility to make the lead source a required field to complete the contact. Similar to the contact fields with an options list. Training is good, but a required field is better for accurate reporting. 
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       Maggie Erwin
    
 commented Maggie Erwin
    
 commentedBe able to set any field as required and not just custom fields. For example email address or lead source should be able to be made required. This will assist in pulling more accurate reports. 
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       frontdesk
    
 commented frontdesk
    
 commentedThe ability to make the default contact fields a requirement that are pre-populated by JN 
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      Adam LeBlanc commented 100% with Trey below on the "Unassigned" sources inside the Insights. We've only been using JobNimbus for about a year or so, and we have more than 600 "Unassigned" sources. It'd help if we could bulk edit lead sources to clear up the "Unassigned" ones, and/or set "Default Field Values" for the built-in fields for our team members. 
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      Trey Stafford commented Completely agree! Love that we have this required or not required option on custom fields, but on the built ins would be a huge value add. Anyone else tired of seeing "unassigned" inside of JobNimbus Insights? Then vote for this!! 
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       Kaloni Pedigo
    
 commented Kaloni Pedigo
    
 commentedI would like to be able to make the Sales rep and Assigned To field required when creating a contact. 
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       Taymar Parry Parry
    
 commented Taymar Parry Parry
    
 commentedIt would be beneficial to be able to make the sales rep field required before saving the contact or job. 
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       Katie Ward
    
 commented Katie Ward
    
 commentedWould like to be able to require sales reps and other users to select a certain lead type before entering a new Contact or Job 
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       Gabriel Poblete
    
 commented Gabriel Poblete
    
 commentedWe really need to be able to make default fields mandatory or not. Hope this will be available soon! 
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       Ariana Loza
    
 commented Ariana Loza
    
 commentedWe also need the lead source field to be made required. For now, we have added a workaround by adding a customer field called "Lead Source Verification" and set the options in a dropdown. If the jobnimbus Lead source field is not filled out at least our sales team will be required to fill out our Lead Source verification field and that way in the future we can do bulk contact uploads to fill in that info. 
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       Anonymous
    
 commented Anonymous
    
 commentedPlease make the Zip Code field required to avoid confusion with addresses, 
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       Don Marsh
    
 commented Don Marsh
    
 commentedWould love to be able to have Mandatory fields in the phone number, name, and email fields. We are using your system in order to help us with the touches to our clients and can not do that if our employees don't list that information. Making it mandatory would allow us the vital communication we are so desperately trying to improve on. 
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       Joseph Keller
    
 commented Joseph Keller
    
 commentedI would like to see a feature where I could make the default fields mandatory or not mandatory. 
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       Tony Wagner
    
 commented Tony Wagner
    
 commentedI have some zaps that require some fields to be filled out to transfer data from JN to a 3rd party site. Web I use my web form to fill out the data I don't have to worry about it, but if I fill out a new contact manually in JN and leave one of the required fields blank the zap fails. So it would be nice to be able to customize what fields are required. 
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       Rob Nunziato
    
 commented Rob Nunziato
    
 commentedIt would be nice to have an option as to when the field is required. There are a lot of fields that I would make required if I could make it required after a certain status is met. 
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       Josh Lyon
    
 commented Josh Lyon
    
 commentedYes agree! Pick and choose which preset JobNimbus fields you want to be required! 
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       Dustin Stohler
    
 commented Dustin Stohler
    
 commentedPlease let us make lead source a required field. 
 
          
