Option to make a point of contact mandatory when entering in a new customer | Voters

Option to make a point of contact mandatory when entering in a new customer

Matthew Kellar

I would like to have the option to make phone number and/or email mandatory when entering in a new customer. I am seeing too many customers with no point of contact or fake customers being entered. It defeats the purpose of having a CRM when a customer with no point of contact has been entered. There's no follow up possible and it's bad data in the CRM

Shelby Parker

Thanks for raising this, Matthew Kellar — totally hear you on how frustrating (and risky) it is to end up with customers that have no real point of contact. This is really helpful feedback, and I’m sharing it with the team so we can review options like making phone and/or email required on new customer creation. If we need any extra details on your workflow or what fields you’d want to enforce, I’ll follow up.