Required Fields Erick Vargas
In this article, we are going to show you a new feature called required fields, so this allows you to dictate to your team what fields are required when working with a project.
Here are the steps to follow:
Go to Company Settings:
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2. Select Required Fields tab:
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3. It will show three kind of required fields
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4. When adding a new project field, for example new file, make sure the followings are marked in the project information.
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5. Select the project status
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6. Select Client meeting in Sales Behavior
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7. Click Add a new project
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8. Add the project name and it will display the required fields to fill before save it.
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9. Project field Contract
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10. Gross margin and Contract amount marked
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11. Click Save
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Easy as that!
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