ActiveCampaign Forum

Making Contact, Account and Deal fields required upon manual creation

I don’t think there’s any way for this, but I just wanted to bring the idea I’ve made for it to people’s attention, as I think it needs the upvotes.

I’m looking for a way to make fields required when an account manager creates a contact, account or deal. There’s a lot of data that we use for business processes of all kinds (reporting, automations, proper segmenting etc.), but Sales reps are notoriously bad at filling in everything.

To prevent generating a sloppy database over time, it would really help if you can set fields to be required to fill in whenever a new contact, account or deal is created. So that the sales rep can’t just leave them blank.

I’m thinking about fields like: Lead Source, Industry, Contact type, etc.

Idea is here.