In CRM, custom and some system fields can be made mandatory. Employees will not be able to save or move an item until these fields are filled in. In the form, mandatory fields are marked with a red asterisk.
Mandatory fields help ensure that important information, such as a customer's email or delivery address, is not overlooked.
Role-based access permissions in CRM
Mandatory fields apply to all forms of the selected type. For example, if the Phone field is made mandatory in a contact form, it must be filled in for all contacts.
This article explains how to make a field mandatory:
Making a field mandatory in a contact or company form
1. Go to CRM > Clients > Contacts or Companies and open the required form.
2. Hover over the field you want to make mandatory and click Settings (⚙️) > Configure.
3. Check the box next to Mandatory and save the changes.
Making a field mandatory in items with stages
In leads, deals, invoices, estimates, and smart processes, mandatory fields can be configured for all or specific stages. For example, if the Source field is made mandatory for the In progress stage in a deal, the manager will not be able to move the form to this stage without specifying the source.
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Mandatory fields in deals and smart processes must be configured separately for each pipeline.
Here’s how to configure a mandatory field using a deal as an example.
1. Go to CRM > Deals and open the required form.
2. Hover over the field and click Settings (⚙️) > Configure.
3. Check the box next to Mandatory by stage. The field will become mandatory for all stages and pipelines.
4. To make the field mandatory only for specific stages, click the down arrow next to For all stages and pipelines. Select the required stages and save the changes. This configuration applies only to the pipeline where the form is located.
In brief
- Custom and some system fields in CRM can be made mandatory. Employees cannot save or move an item until these fields are filled in.
- Only a Bitrix24 administrator or employees with permission to edit CRM settings can make a field mandatory.
- Mandatory field settings apply to all forms of the selected item type, such as all leads.
- In leads, deals, invoices, estimates, and smart processes, fields can be made mandatory for all or specific stages.
- Mandatory fields in deals and smart processes must be configured separately for each pipeline.
- To make a field mandatory, open the CRM form, hover over the field, and click Settings (⚙️) > Configure. Check the box next to Mandatory or Mandatory by stage, select stages if needed, and save the changes.
