What is a required field?
A required field is a module field that can not be blank upon clicking the SAVE button on:
How do I recognize a required field?
Required fields will be denoted by an *asterisk next to the field name
What happens if I leave a required field blank when clicking SAVE on a Create Record page?
What happens if I leave a required field blank when clicking SAVE on an Edit Record page?
What happens if I leave a required field blank when clicking SAVE on a Record Detail page?
How can I change the required fields for a record type?
Some field are system locked as required. However, an admin for your account can add designate any other active fields to be required or not required on settings/customization/layouts.
What are admin-set required fields?
These are fields that have been set as required for input by an admin user of your account. Each time a user visits these pages:
they will have to include a value for the required field at Save. Required fields can not be null.
Where does an admin user set required fields?
On the page: settings/customization/layouts
What is a System-Locked Required Field?
System-Locked Required Fields are fields that:
Why does Benchmark CRM require these mandatory System-Locked Required Fields?
Mostly to enable the searching and clicking of records to work smoothly within the system. An example would be the records listed on the Leads or Contacts dashboards. The clickable part of the listed record is the contact or lead’s name, so we require at least a last name be present.
What are the System-Locked Required Fields for each module?
|Expected Close Date|
|Support Tickets||Owner ID|
|Activities – Task||Owner ID|
|Activities – Event||Owner ID|
|Activities – Call||Owner ID|