You can make a custom field mandatory while creating or editing a field under Admin Setting. Making a field mandatory requires the user to enter a value while saving a record. This feature is available for Lead, Contact, Account and Deal custom fields.
Making a field mandatory affects your data imports, mobile app, integration and lead conversion process. The implications are listed below. So while making a field mandatory, make sure the above areas are considered.
Before you make a custom field mandatory, ensure you have handled the below areas:
Record Save - If you make a field mandatory, users cannot save record when the value in the field is not provided. Make sure you make only those fields mandatory for which users should have a value to input. Otherwise, your sales process would be hindered, or users would input junk values to save the record. For existing records, make sure you do a bulk update or import update on the required field for the application to run properly.
Data Import - It is mandatory to map required fields on data imports. You cannot proceed with the import if your .CSV does not have a mapping for the required field. Records which do not have value in mandatory fields would fail and be reported in error log report sent via email.
Mobile App - Apps with iOS version 1.2 (and above) and Android version 1.1.2 (and above) are compatible with this feature. Make sure your team upgrades to this version.
Integrations - Mandatory field validations are triggered for integrations as well. Make sure you have handled these fields in all your integrations. Any integration which creates or updates a record (lead/contact/deal/account) should include mandatory fields.
SDK - Mandatory field validations are bypassed in SDK used.
Lead Conversion - If any field for contact, account, and deal are mandatory, make sure those fields are mapped under lead mapping. If these fields are not mapped, the lead conversion won’t occur.
Auto-forwarding - Lead creation on email auto-forwarding is not affected if there are required fields on Lead. However, when the user tries to edit the record, Freshsales mandates a value in required fields on save of record.
To make a custom field mandatory,
Login to your Freshsales portal as an administrator.
Go to Admin settings > Custom Fields. Select the category of custom fields (leads/contacts/accounts/deals).
To add a new custom field, drag and drop custom fields from the list of fields available on your right. To edit a custom field, click the Edit icon of the custom field from the custom field list.
In the Add Field/ Edit Field overlay, you can check the Required checkbox to make a field mandatory. A pop up appears to confirm if you want to make the field mandatory.
This feature is available for all field types. For checkbox, if a field is made mandatory, then it is mandated a checked value.
If you downgrade the plan to Blossom or Sprout, all mandatory fields lose the required property and would become optional. If you upgrade the plan to Garden/Estate, you have to re-configure the required fields.