You can set up different lists of mandatory fields for Companies, Households, Contacts, Client Service plans, Accounts, 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.