adding a new lead and selecting the option to add the contact person as a new contact

Damian Frost
Damian Frost Posts: 6
edited July 2022 in Ideas and Product Feedback #1

I have created a custom field that is mandatory / required when a new contact is input into the database. The problem I see is that when I input the contact person into the lead and PD offers to have the contact added as a new contact it doesnt take into account the rule (custom field) I created as required and the lead is allowed to be set and the new contact added without the user being prompted to choose an option for the required field. 

Do i have to make a new custom field as an exact same copy of the one I just spent time making for the person details and add it as its own custom field in the Lead/deal data fields section?

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  • Mike van der Valk
    Mike van der Valk Posts: 4,052
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    PRODUCT MANAGER
    edited February 2022 #2

    Hi @Damian 

    This looks like a small oversight from our end in connecting this. I'll pass it on to the team and hopefully we can improve this quickly.  Thanks for sharing!

  • Damian Frost
    Damian Frost Posts: 6
    edited November 2020 #3
    Mike van der Valk said:

    Hi @Damian 

    This looks like a small oversight from our end in connecting this. I'll pass it on to the team and hopefully we can improve this quickly.  Thanks for sharing!

    thanks mike, i havent heard back to confirm your reply regarding the possible oversight regarding the rule. please let me know if this feature is possible or is it a limitation of PD. cheers 

  • Mike van der Valk
    Mike van der Valk Posts: 4,052
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited November 2020 #4
    Mike van der Valk said:

    Hi @Damian 

    This looks like a small oversight from our end in connecting this. I'll pass it on to the team and hopefully we can improve this quickly.  Thanks for sharing!

    Hi @Damian Frost thank you for nudging me and apologies for not replying. I just checked internally and I also haven't gotten a reply yet. I'll go nudge my colleagues and will keep you posted this time!

  • Mike van der Valk
    Mike van der Valk Posts: 4,052
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited November 2020 #5
    Mike van der Valk said:

    Hi @Damian 

    This looks like a small oversight from our end in connecting this. I'll pass it on to the team and hopefully we can improve this quickly.  Thanks for sharing!

    Hi @Damian Frost I double checked out and it turns out it's a conscious decision at the moment to not have mandatory fields when adding new leads. It's something however, we plan to review, the team will take your comment into account when looking into it in the future.

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