Ability to Make Fields on Opportunity Card Required
B
Blake Pleasants
Clients have asked about the ability for us to make certain fields required when creating an opportunity card
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S
Sales & Marketing
Merged in a post:
Mandatory Fields
G
Gerson Ramirez
Allow when creating a field in both contacts and opportunities, to define if these are mandatory fields, this gives versatility to the system, and ensures that the required fields are filled out for correct processes
As an additional note, it would be excellent if a mandatory field could be requested through some function or workflow so that at some point it could be requested, for example
When changing a contact from Lead to Customer, make the TAX ID mandatory, this would help a lot to improve many filling processes
B
Blake Pleasants
two years later, lots up thumbs up but no implementation
T
The Daily Q Management
Blake Pleasants FACTS
J
Jessi Johnson
100%!!! It is very frustrating that this simple feature is not active in GHL
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
T
Timothy Liversage
Why opportunity fields can't be made required is a major oversight.
A
Asaad hamoud
This would help alot
E
Ed Dus
Definitely, this is so frustrating. I would like to have the ability to display both email and phone # in the chat widget, and give the user the option to input one or the other not both!
T
Turner Kuell
Really needing this! We currently have to build a workaround for "lead source" since many people aren't consistent in spelling, naming conventions, or completing the field at all. Really screws up reporting to have 3 different "facebook" lead sources between "facebook", "fb", and "facebok".
Hope this comes soon!
T
Tayla Cameron
100%. We also need the ability to select whether a default field is required or not, or the ability to delete it. For example, the current DOB field - it has to be there, I can't remove it so I end up moving it to a folder they don't use much but it's a huge inconvenience to not be able to decide if we want to use that field or not.
L
La'Asha Edwards
How can you control data quality without required fields????? I am so confused as to why this is not just a basic feature with all supposed CRMs.
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