+2

Can you make client custom fields compulsory on data entry?

István Lengyel (BeLazy) 1 year ago in Home Portal updated by Ildiko 1 year ago 2

Hi,

You can add a new client either by adding a client, or from the project creation page (Add project) using the Add Client link. We have a situation where I'd like to add a custom field to the client that I'd like to make compulsory to fill out, and make the entry relatively easy.

My questions are:

- is there a way to make a custom field compulsory, i.e. you cannot enter or save a new client without adding that information? (like in Pipedrive, etc.)

- is there a way to make the data entry easy, i.e. make this field appear on the little form that pops up or the client creation page where only very limited set of data needs to be entered?


Thanks!

Istvan

This is a big issue for us, too. Would be great to be able to make a custom field required. It would also be great not to be limited to 10 custom fields per page/tab.

This is a great issue for us too, and not just Client-related. Quote / Project-related, the ability to make compulsory fields would be of great value.