Required Custom Fields
I wish we could make certain contact or job fields mandatory so you have to get certain info to complete a new contact.
Steve Esh
shared this idea
You now have a “Required” checkbox when adding Custom Fields so you can force it to require data to be entered or an option to be selected with the new Drop Down (Options List).
More details coming to our blog and newsletter soon! Enjoy!
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Dee Weitzel
commented
will this ever get done. I feel just having a display name that automatically pops up when you enter the name is a little redundant. I need to require important things like phone number, lead source, email etc.....
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Eric Broome commented
You can make custom fields required already. You want to be able to make built-in features required, which has been a topic on here for years.
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Michelle
commented
I'd like to be able to make certain fields "required" such as Lead Source, email, etc
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John Esh
commented
ABSOLUTELY NECESSARY. Please bring this soon; it's a deciding factor in sticking with the program or moving to another CRM.
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Anonymous
commented
This is a critical requirement that almost all CRM's have available.