mandatory fields - Opportunity Stage
The Stage field is missing as a value to include in conditional mandatory fields.
Having other User Defined Fields based on what Stage an Opportunity is at really makes logical sense, so as something progresses and a user moves the opportunity along we want to collect different information e.g. Stage = Quote THEN UDF Quote Number & Quote Sent Date become mandatory. Is there any way this can be introduced as a field to select from, has been requested a few times from our user base across different business types. Thanks
6
votes
David Asher - Avrion
shared this idea
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Simon Freeman commented
great idea - also ability to make an Opp udf mandatory if an address Address UDF has a specified value would be great.