Sometimes it’s not possible to fill in all fields in a CRM item form right away because you don’t have the required information yet.

You can make specific fields required in CRM item forms. These fields are marked with a red star, and CRM won’t let you save changes until they’re completed.

Example: the required Date of birth field in a contact form

Required fields in contacts and companies

To make a field required in contacts or companies:

1. Open a contact form.
2. Select a field and click Settings (⚙️) next to it.
3. Choose Configure.
4. Enable the Required option.
5. Click Save.

You can also turn on this option when creating a new custom field.
Custom fields in CRM

Required fields in other CRM items

For other CRM items, you can make fields required starting at a specific stage. For deals, it’s also possible to configure required fields for different pipelines. For example, you might create a required custom field for the delivery address when a deal moves to the Product delivery stage.

By default, a required field applies to all stages. To make it required only from a certain stage:

1. Click the arrow icon next to For all stages and pipelines.
2. Disable For all stages and pipelines in the drop-down list.
3. Select only the stages you need and save your changes.

In the example above, we selected all the important stages. As a result, when moving a deal to one of them, Bitrix24 will ask users to enter the delivery date.