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Answered

Mandatory information fields for projects

Eduardo D 7 years ago updated by Leandro 3 years ago 5

Is it possible to set as mandatory some of the fields that appear over at Main data for a specific account? In case so, what are the options: unable to close the project, sending out a notification to the PM, etc.

Answer

+1
Answer
Under review

Do not think so, Eduardo. Only necessary fields are the Name, Legal Name and Email Address, so if you wish some other to be always filled up, you just need to mind it to your employees. 


And in addition you can always add some more in the general configuration in Custom Fields section, or hide some in the Hidden Fields

+1
Answer
Under review

Do not think so, Eduardo. Only necessary fields are the Name, Legal Name and Email Address, so if you wish some other to be always filled up, you just need to mind it to your employees. 


And in addition you can always add some more in the general configuration in Custom Fields section, or hide some in the Hidden Fields

Is there any way to add to the backlog a feature to make fields mandatory? It'd be extremely useful.

Thanks in advance!

Leandro, you can post it on the dedicated board: https://xtrf.userecho.com/communities/1-product-development-ideas

This is where our Product Team is categorizing and prioritizing such requests. :) 

+1

Thank you, Bartosz! Will do.