Re: Required fields

Hello, I am editing some fields to be"required". But I don’t want these to show on a new deal window. I cannot un-select them.

I’m adding a rule to be required at a certain stage, not at deal creation

Doesn't make sense.

Please fix it.

Otherwise when I create a new deal I will see an awful load of fields that are NOT relevant to deal creation.

Thanks a lot in advance

0
0 votes

· Last Updated -

Comments

  • Boris Tsibelman
    Boris Tsibelman Posts: 994
    1000 Comments Second Anniversary First Answer Combo Breaker
    edited August 2020 #2

    You can select for those important fields to go to the top at certain stages. This might help 

  • Christian Ayala
    Christian Ayala Posts: 74
    Second Anniversary 10 Comments 5 Likes Name Dropper
    edited August 2020 #3

    I agree, I would rather have a clean Add Deal screen that isn't messy and overwhelming.

  • Inês Batata
    Inês Batata Admin Posts: 2,913
    2500 Comments Third Anniversary 5 Likes First Answer
    COMMUNITY MANAGER
    edited August 2020 #4

    Hi @Chris Jauslin , we appreciate your feedback!

    Your suggestion makes sense and I've made sure to forward it so we can take it into consideration for future developments.