How to make certain fields mandatory or non mandatory in Zoho CRM?

How to make certain fields mandatory or non mandatory in Zoho CRM?

You can make certain fields mandatory or non mandatory in Zoho CRM by following the steps given below:
  1. Click Setup Customization > Modules and Fields.
  2. Click the desired module. The Layout Editor opens.
  3. From the New Fields Tray on the left, drag and drop the required field type into the desired module section on the right.
  4. Go to the field you wish to edit, click the Settings icon and select Mark as Required to make it mandatory, or remove the tick mark to make it non-mandatory. 
  5. Select the check box for the field to make it mandatory, or clear the check box to make it non-mandatory.
  6. Click Save Layout.

Note
:

You will not be able to mark some Zoho defined standard fields as non-mandatory. For example: Last Name in Leads and Contacts, Deal Name, and Deal Stages.
    • Related Articles

    • Importing Data to Zoho CRM

      Data can be gathered through various sources such as, purchasing a record database, collecting from trade shows and campaigns, and so on. Importing records from such external sources to Zoho CRM is one of the most important lead creation activities ...
    • Zoho CRM Web Forms for Google Sites

      Web forms simplify the process of capturing visitors' or users' information from the website into your CRM system. They are designed to automate importing of data from website into Zoho CRM and to enable non-technical users to design and publish ...
    • FAQs on Reports

      1. What are reports in Zoho CRM? As an organization, the more you grow, the more complex your data becomes. This data holds powerful information about your customers, employees, profit, sales, opportunities, and other aspects of your business. It is ...
    • Managing multiple services in Non-Profit Organizations

      Edition: All Paid editions | Industry: NGOs or Non-Profit Organizations | Features: Layouts, Workflow Rules, Blueprint, Assignment Rule, Reports and Dashboards The Requirement Life Drops is an NGO that works towards saving the environment with a ...
    • Streamlining business processes in a Non-Profit Organization

      Edition: Enterprise and above | Industry: NGOs or Non-Profit Organizations | Features: Blueprint, Module Customization The Requirement Idea Box is an NPO that extends their support to aspiring entrepreneurs. They offer regular guidance and coaching ...