Help get this topic noticed by sharing it on Twitter, Facebook, or email.

How can I add custom mandatory information from the Emails tab?

Hello,

How can I add mandatory fields from within the Emails tab when selecting "Create new Contact/Lead"?

When I create a new contact from the Emails tab, I then have to go to that contact's page and add the information in our mandatory fields, such as job title and type of contact, which is time consuming.

Is there a way to include those mandatory fields in the Emails tab so when adding contacts, we don't miss on any mandatory fields our organisation has set up?

Many thanks.
2 people have
this question
+1
Reply