Mandatory Custom Fields
Make sure essential information is always populated into your OnePageCRM account by enabling custom fields as Mandatory.
Plans: Mandatory Fields are available on SMB Plus and Enterprise.
Go to your User Profile Icon (on the top right-hand corner) → Settings → Custom Fields → + Add.
Note: You can also make custom fields mandatory for Organization and Deal fields.
In the New Custom field box → add your custom field details → select Mandatory and chose one of the following from the dropdown list:
- Not required
- For web app only
- For web and mobile app
In the contact view, your mandatory field will be displayed with an asterisk* showing this field is mandatory and the contact will not save unless you have it populated.
- Only Administrators and the Account Owner can set custom fields as mandatory.
- Contact's Last name or Organization are mandatory by default.
- If you edit a contact and try to save it without populating the mandatory field, the custom field is highlighted with a red error box and you get the message: Please enter all the mandatory fields.