Config Option: Required (Mandatory) Fields

Understand the config option for required (mandatory) fields.

Feature Overview

Allows you to specify fields on the main form that you want to make mandatory for all users. This applies to both creating and updating records and shows up as red star  next to field. You can make fields required (mandatory) on the following forms:

 

  • Client
  • Client Addresses
  • Contact
  • Candidate
  • Vacancy
  • Placement

Purpose

Allows you to govern the minimum amount of field data needed for records to be saved or updated.

Defaults and Considerations

You should carefully consider this; making too many fields mandatory will create additional work for users and could lead to bad data if they don't have the information readily available, leading them to enter incorrect data to be able to save their records.

To Enable or Amend this Feature

Let your Product Consultant (PC) know which fields you would like set as required (mandatory).