Required Fields for Opportunities
complete
I
Idan zivon
It would be extremely helpful to have the ability to define required fields at the Opportunity level.
Suggested functionality:
Allow to mark specific Opportunity custom fields as required.
Option to define required fields per pipeline.
Option to define required fields per stage.
Prevent saving or moving an Opportunity to the next stage until all required fields are completed.
Display a clear validation message indicating which fields are missing.
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P
Pallavi Kothari
updated the status to
complete
Hi
Thanks for upvoting this idea - its now live
Please try it out and share your feedback
M
Michael Garcia
Hi Pallavi Kothari, thank you! I’ve tried it out, and the feature is very helpful.
One thing that would make it even more useful is if the current limitations could be increased. Right now, it’s limited to 10 conditional logic rules, with up to 5 custom fields per conditional logic.
If you could increase these limits, it would be a big help for more complex Opportunity setups where we need more conditional fields.
A
Alex Moyies
Michael Garcia I completely agree, it is a fantastic feature but the limitations do not allow for much complexity. It is too restrictive.
A
Austin Asplund
Currently this is my number 1 struggle. I need to be able to make certain fields required in order to keep data entry clean and standardized.
C
Cameron Thomas
I completely Agree!!!!