Conditionally Required Custom Fields
I would like to have custom fields that are only required to be populated before moving the record into specific statuses or stages.
4
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Anonymous
shared this idea
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Amber H.
commented
Agreed. For example: I have a customer field entitled "Marketing". Options to choose from are Include, Exclude, VIP. I need the ability to require this field being updated when the job status/stage reaches Paid & Closed. Requiring this field to be updated upon contact creation (before the job reaches Paid & Closed) does not allow team members an appropriate amount of experience with the customer to make that decision.