make selected fields "required" when manually adding a contact
r
rhys@soundfilmstudio.com
make selected fields like "first name", "last name", "email", "phone number" and "company name" a required field when manually adding a contactfull proof basic data input into crm for noobs who are new the systemhave this as a rule you can select on the backend with master admin creds so you can turn it off and onideal for new sales peoplewe find some of our staff leave "last name" out of a contact card and our automation deactivates when in pipelines and certain stages
HIGHLVL-I-5456
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P
Pallavi Kothari
Merged in a post:
REQUIRED FIELDS
C
Cory Reed
We need the ability to make certain fields required. The fact that GHL doesn't have this is a huge drawback to almost every other basic CRM. There are so many use cases for wanting certain field to be required on update or creation of both opportunities and contacts
P
Pallavi Kothari
Merged in a post:
Control fields required / shown when creating a contact / opportunity
S
Simon Yeh
A feature to allow admins to control what fields are required when creating a contact or opportunity so that critical information are not missed out.