Archive for August 2013

When Required Fields Aren’t Enforced

August 23, 2013

If you’ve setup one of these 3 fields (Initial Lead Grade, Campaign, Lead Source) as a required field and the system isn’t requiring the user to enter data in that field when entering a new record, check the logon privileges to make sure those fields are enabled as editable.

 Logon Management Privileges

Initial Lead Grade РEditable or Read-Only
Campaign – Editable or Read-Only
Lead Source – Editable or Read-Only