How do I make a field mandatory in SuperOffice CRM?
Updated on 28 Mar 2022I want that our users will always fill in some particular fields in SuperOffice. How do I make fields in SuperOffice CRM mandatory?
The procedure of making fields mandatory in SuperOffice depends on the type of the field:
Standard fields
To make standard (out of the box) SuperOffice fields mandatory advanced configuration is necessary, which can be performed by SuperOffice consultants.
Note! The consultant service has a fee attached, please contact your SuperOffice contact person if you would like to get more information about this service.
User-defined fields
You can make a user-defined field mandatory to fill in by adding a tick next to an option Mandatory (1) when creating the field. Don't forget to click Save (2) to apply changes.
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