Make 'Required' field functionality as flexible on Person and Organisation records as it is on Deals

Sean Holmes
Sean Holmes Member Posts: 3 VERIFIED MEMBER
First Comment

Within the Deal custom fields, you have the option to make specific fields 'Required' at certain stages of a pipeline. We use this today and it's extremely helpful for us ensuring that we have the right information to be able to process an order at a certain time.

'Required' exists as a Quality Rule for Person and Organisation records too but it doesn't provide the same level of flexibility i.e. if a field is set to Required on a person or org then it has to be populated at the point of the record being created or it flags as incomplete on existing deals. With our type of business we engage with customers over an extended period and gather more information about them / their business as we go (including underwriting them, carrying out due diligence etc.) so we'd like to be able to set 'Required' statuses against these fields as specific points in a pipeline journey in the same way that we can with Deal fields.

I know we can set fields as 'Important' at specific stages but it would really help us from a compliance perspective if we were able to do the same with 'Required' and prevent deals from progressing into specific stages if the required data isn't present on the respective linked Person or Organisation.

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