Purpose
The Required Fields screen in Administration allows you to set which fields must be completed on a given details screen. You can customize required fields for the Contact Details, Property Details, and Opportunity Details screens. Required fields must be completed before changes or new information can be saved.
Contacts
You must have the Configure Contact Required Fields permission turned on under your user role to manage this section.
The following fields can be set as required on the Contact Details screen:
- First Name (system default)
- Last Name (system default)
- Company
- Contact Type
- Branch
Opportunities
You must have the Configure Opportunity Required Fields permission turned on under your user role to manage this section.
The following fields can be set as required on the Opportunity Details screen:
- Division (system default)
- Opportunity Name (system default)
- Sales Rep
- Sales Type
- Lead Source
Properties
You must have the Configure Property Required Fields permission turned on under your user role to manage this section.
The following fields can be set as required on the Property Details screen:
- Branch (system default)
- Property Name (system default)
- Account Owner
- Industry
- Lead Source
- Locality
- Operations Manager
- Payment Terms
- Primary Contact
- Property Status
- State
- Tax Jurisdiction
