Mandatory Fields Setup

As an administrator, you can choose to make fields mandatory for all records being added as projects, companies or people. In projects, you can have different mandatory fields for assignments, opportunities and lists. Mandatory fields can include custom fields.

You can also select a group of fields, where one of the values must be entered. This is typically used for contact details, where either a phone number or email are required, but not both.

Note that mandatory fields are not applied to records being imported from the Chrome extension, Outlook or as part of a spreadsheet import.

General Setup 

Navigate to Settings, then pick the 'Mandatory' tab. Select the tab for the type or record you want to change.

The screenshot below is the companies page. Tick the fields you want to make mandatory.

Project Setup

The projects tab looks different as you can select according to the project type (assignments, opportunities and lists). In the example below, for assignments and opportunities, I want to make 'Client' mandatory, but for lists, I don't want it to be a required field.

Mandatory Groups

You can create a mandatory group and add the necessary fields to it. This is used to ensure that at least one of the required fields is entered, but it is not necessary for all of them to be entered. 

In this example, I want to ensure either one of the phone number, email address or LinkedIn URL is entered on new people records, but for it not to be necessary to add all of them.