Mandatory Email in Customer Card before saving
M
MATT RALSTON
Can we please make it a mandatory when sales are building the customer card, the email is required in order to save it? We need an email in order to push the deal to CDK. Also, sales can't save the customer info for Employer if there's over 30 characters.
Shelby Parker
Hiya MATT RALSTON, thanks for this post! I have a few more questions for you:
- What specific challenges are you facing due to the lack of mandatory email fields in the customer card?
- How often do you encounter issues with the 30-character limit for employer information?
- Are there any other fields in the customer card that you believe should be mandatory or have character limits adjusted?