Setting the "Required" rule to fields in Salesmate ensures that certain data must be provided before saving or submitting a form, helping maintain data completeness and accuracy.
Note: Available for Pro and above Plans
How to Set Field Required Rule
To Set the Field Required Rule,
- Navigate to the Profile Icon on the top right corner
- Click on Set Up
- Head Over to the Modules Category
- Select the Module( Contact, Company, Deal, Products, and Custom Modules)
- Click on Customize the Create Module Form under Layout
- Choose the field for which you wish to Set the Required Rule, then click on the three dots located at the corner
- Click on the Set Required Rule option
OR
- Go to All Detail Form Field Section
- To Set the Required Rule for a field, hover over the field you wish to modify and click on the Actions button.
- Click on the Set Required Rule option
- Set the Required Criteria
- Once the condition is set, hit Save.
Note: Please Note that a user with Manage Modules permission can configure these settings.
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