Enable Mandatory/Required custom fields

Mandatory Custom fields are available on the Business and Max plans. Upgrade here.


Make sure essential information is always populated in your OnePageCRM account by setting some custom fields as Mandatory.


  • Only Account Owner or Administrators can configure and manage the integration.


1
Either add a new Custom Field or edit an existing one under Settings.

2
Select an option from the Mandatory dropdown → click Save.

  • Not required - not mandatory
  • For web app only - only mandatory if a contact is saved via the Browser App
  • For web and mobile app - mandatory if a contact is saved via the Browser or Mobile App
  • Settings | Custom fields | Mandatory Custom Field


    3
    Mandatory fields are marked with an asterisk (*) and must be filled in before saving the contact.

    Contact | Edit contact | Mandatory Custom Field


    💡 If you try to save without filling a required field, they are highlighted in red.

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