You can set up different lists of mandatory fields for Companies, Individuals, Contacts, customer service cases; opportunities; and automated campaigns. Some system fields; such as Company name and Full access; are mandatory by default. In the Mandatory Fields preferences; they are displayed as “Always Mandatory”. The other fields are optional by default; but you can specify that any of the fields must be mandatory. Mandatory fields are denoted with an asterisk displayed after the field type or with a red border.
When you create or modify entries, Maximizer checks that all mandatory fields have values. If any mandatory fields are empty, you are prompted to enter a value for the field. If you are working in the Details pane, any user-defined fields that are empty are added to the current Key Fields list.
To set a system field as Mandatory
- In the left pane, under Preferences, click Mandatory Fields.
- Click Modify Options.
- Click the plus sign beside the type of entry the field applies to. The list of system fields for the entry is displayed with the fields’ current status: Optional, Always Mandatory, or Mandatory.
- Select the field.
- Click Mandatory or Optional.
- Click Save to save the changes.