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Compulsory Contact Details

New Member
Posts: 2
Country: United Kingdom

Compulsory Contact Details

Hi there - I'm new to ACT and I was wondering if there is anyway to make certain fields compulsory when adding a new contact to make sure my sales guys are completing the information I need from them - any ideas if this can be done?
Silver Elite Contributor
Posts: 3,353
Country: United_Kingdom

Re: Compulsory Contact Details

Tools > Define Fields...select the field you want to make compulsary and uncheck the "Allow Blank" check box.

 

Repeat as required.

 

Jeff

Jeff Granger
UK ACT! Specialist and Trainer

ACT Training Throughout The UK
www. bigbluemarketing.co.uk