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Mandatory fields. How to make fields mandatory to fill when creating new contacts?

Andrew Martin avatar
Written by Andrew Martin
Updated over a year ago

When creating new Lead, People or Company manually, there is only one field mandatory to fill - Leads/People name or Company title. Teamgate allows making more fields as mandatory. Without filling the information to the mandatory fields - the system won't allow saving the new record.

1. How to make the fields mandatory?

Click your avatar on the right-top corner > navigate to Settings > Customization > Mandatory fields.

1.1. Mandatory fields for Leads and People.

One or all of the following fields may be set as mandatory:

  • Name

  • Source

  • Company;

  • Phone;

  • Email address.

To make the field mandatory - click the red button and activate it. Green bubble indicates that the field is mandatory.

Mandatory-fields-for-Leads-and-People-Teamgate-CRM.png

In the "Create new Lead/People" form the mandatory fields will be signed with the * symbol. Without entering the information into the mandatory fields, the system won't allow saving new Lead and you will see the warning "Please fill the mandatory fields".

Lead-create-new-fill-all-the-required-fields-Teamgate-CRM.png

1.2. Mandatory fields for Companies.

One or all of the following fields may be set as mandatory:

  • Company;

  • Source;

  • Registration number;

  • VAT code;

  • Phone;

  • Email address.

To make the field mandatory - click the red button and activate it. Green bubble indicates that the field is mandatory.

mandatory-fields-for-Companies-Teamgate-CRM.png

In the "Create new Company" form the mandatory fields will be signed with the * symbol. Without entering the information into the mandatory fields, the system won't allow saving new Company and you will see the warning "Please fill the mandatory fields".

Company-create-new-fill-all-the-required-fields-Teamgate-CRM.png
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