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

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

You can make certain fields mandatory or non mandatory in CRM by following the steps given below:

  1. Click Setup > Customization > Layouts.
  2. In the Edit Page Layout page, select the desired Module.
    The fields corresponding to the module are displayed.
  3. Move the mouse pointer over the field that you want to make mandatory.
  4. Select the check box for the field to make it mandatory, or clear the check box to make it non-mandatory.mandatory



  5. Click Save.


Note:

  • You will not be able to mark some defined standard fields as non-mandatory.
    For example: Last Name for Leads and Contacts; Potential Name, Closing Date and Stage for Potentials.

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