Required Fields for CRM Accounts

To maintain a clean and high-quality database, it is essential to ensure that your team captures all critical information when adding new clients. Flowlu allows you to make specific fields mandatory, preventing the creation of incomplete CRM records.

How to Access Required Fields Settings

Only users with Administrator access to the CRM module can configure these settings. To find them:

1. Navigate to the CRM module.

2. Click the Settings (gear icon) in the top-right corner.

3. Go to the Required fields tab.

Inside this tab, you will find sub-sections for Organizations, Contacts, and All Accounts.

Configuring Required Fields

You can set requirements for both standard system fields and your own custom fields.

System Fields

Under the Organizations or Contacts tabs, you will see a list of standard system fields such as Email, Phone, Industry, or Last Name.

To make a field mandatory, simply check the box in the Required field column.

Custom Fields

If you have created unique fields to track specific data, you can make them mandatory as well.

• Navigate to the All Accounts tab within the Required Fields menu.
• Locate the specific custom field and check the Required field box.

Note: If a field is set as required under "All Accounts," it must be filled out for both Organization and Contact records.

When a user attempts to create a new record (Organization or Contact), all fields marked as required will be highlighted. The system will block the user from saving the record until these specific fields are populated with data. This ensures that your sales and marketing teams always have the essential data needed to follow up with leads effectively.