When creating a Contact, Opportunity, Company, or Placement, there may be some specific fields that you would like to require in order for the record to be created. Requiring fields will give you the ability to ensure specific fields are entered before the creation of the record. Required fields can be used on all core records and forms, with the exception of Data Import+, Crelate Connector, and the API.

**Please Note: When you navigate to an existing record after a required field has been enabled, you will not be able to update that record if the required fields haven't been completed**

To get started with marking a field as required for Contacts or Companies, you will need to navigate to Settings | Core Records and select Contacts or Companies. From here, select Customize Fields.

Next, select the field you wish to require and select the red checkmark option at the top. Selecting the red checkmark option will mark the field as required. When finished, be sure to select Save.

After a field is marked required for Contact or Company records, below is what it will look like when creating a new record:

To mark fields as required for Jobs & Opportunities, navigate to Settings | Core Records | Jobs & Opportunities. From here, select the Opportunity Type and select Customize the main Job form.

Next, select the field you wish to require and select the red checkmark option at the top. Selecting the red checkmark option will mark the field as required. When finished, be sure to select Done.

Lastly, select Save at the top.

After a field is marked required for Job & Opportunity records, below is what it will look like when creating a new record:

To mark fields as required for Placements, navigate to Settings | Core Records | Placements. From here, double-click the Placement Form to open.

Once the Placement Form is open, you can select the field you wish to require and select the red checkmark option at the top. Selecting the red checkmark option will mark the field as required. When finished, select Save Changes.

After a field is marked required for a Placement Form, below is what it will look like when creating a new Placement:

Need to create a custom field? No problem! Learn how to create custom fields for your records below.