Enable Mandatory/Required custom fields

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

This feature is available on the Business plan.

To make a Custom Field Mandatory either add a New Custom Field or edit an existing Custom Field

Click on the dropdown and choose between:

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

Click Save.

Mandatory Custom Field

In the contact view, your mandatory field will be displayed with an asterisk (*) to indicate this field as mandatory and the contact cannot be saved unless it is populated.

Mandatory Custom Field l Edit contact

Notes:

Only Administrators and the Account Owner can set custom fields as mandatory.
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.
When creating a CRM contact, the contact's Last Name or Organization is mandatory by default.
You can populate data from Custom Fields also in Email Template Variables.
Custom Fields cannot be used in Custom Reports.

Enable Mandatory/Required custom fields

Notes:

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