Mandatory Field Settings : Client vs Contact Record
When setting up Extra Fields for a client or contact, we have the ability to mark them as mandatory. However, the application of the mandatory status is applicable to the entire field and not whether it is a Client or a Contact field. For example, you may want an "industry type" as mandatory for a client, but not for a contact however, you'd still want to capture that information in both types of records. At the moment you create the extra field and make it applicable by ticking client and / or contact and then you tick the Mandatory tick box for the field. It would be really useful to have the option to make it mandatory (or not) for either/or a Client or Contact record. Thank you for your consideration.
Nikki Fox
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Wolters Kluwer UK TAA