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Question

Made field not mandatory CRM Panel (Outlook)

  • October 23, 2024
  • 1 reply
  • 29 views

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Hello,

First question : ifs it's possible to modify fields to make it not mandatory in crm panel, for example : make languge not mandatory when create a new prospect. if it's the case can you please tell us how we proceed ?

Second question: can we use bpa to set by default language/Country when we create a new prospect for example ? if it's the case can you please tell us how we proceed ?

Thank you
Regards.

1 reply

Annjse
Hero (Employee)
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  • Hero (Employee)
  • 72 replies
  • October 23, 2024

Hi @Karim.katif5 ,

You can configure the layout of the dialogs in CRM-panel in this IFS Cloud Web page. Country and Default Language are mandatory fields (in database) for Accounts so that cannot be changed with page configurations (it is same for IFS Cloud Web). 

Hope someone else can answer the question about bpa.


Best regards,
Anna


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