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Mandatory Fields

Required Fields
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Feedback & suggestionsCustom fields / Data fieldsLeadsRequired FieldsPB
Damian Frost
Posted last month

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

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... (More)

4 replies
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Post
Tips & TricksCustom fields / Data fieldsSeeking adviceHelpRequired Fields
Kate Jeffery
Posted last month

Force Required Fields

can you force required fields on? I can only seem to make it important

2 replies
Felicity Nolen

Liked by Felicity Nolen

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Post
Feedback & suggestionsCustom fields / Data fieldsImportant fieldsUX - User ExperienceRequired Fields
Simon Périé
Responsable Commercial/Business Development
Posted last month

Problem with the fields

Hello,

I would like to know if it will be possible in the future to make specific fields appear when creating offers.

For example:

  • Fill in the field n°1
  • If this field is filled in, then make field n°1.1 appear.

Or

  • Fill in field n°1, two possible answers: A or B
  • If the answer is A, then display the field n°1.1
  • If the answer is B, then display the field n°1.2

This is something that is really missing and penalizing for our business.  

And you, have you ever been faced with this problem?

4 replies
Christian Ayala

Liked by Christian Ayala

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Post
Feedback & suggestionsSales processesCustom fields / Data fieldsImportant fieldsRequired Fields
Rusty Ruetz
Posted last month

Important Fields No Longer Honored after Required is Turned On

The use of Required Fields was a nice addition to the Important Fields that was rolled out a year or so ago. BUT, I've found a big downside:

Important fields were great because it showed the user in the details sidebar what fields they need to fill out. I used that as a visual reminder because "Required" fields weren't available yet. NOW, required fields prevent a deal from being moved to a stage that meet the rules for having particular field(s) filled out. BUT, I have no way of showing the user what fields are "IMPORTANT" and need to be... (More)

1 reply
Mike van der Valk

Liked by Mike van der Valk

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