Allow Required Fields for specific dispos only?

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Allow Required Fields for specific dispos only?

Postby bossmon » Sun May 17, 2020 2:35 am

Is it possible to set up required fields for specific call dispositions only, instead of all calls?

For example, require required fields to be completed when the call results in a SALE but if the call resulted in NI (not interested), then the call can be dispositioned without completing required fields.

Is this currently possible?
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Re: Allow Required Fields for specific dispos only?

Postby mflorell » Sun May 17, 2020 5:47 pm

Nope, they only way to do that currently is by writing a custom web page. We've done this for several clients before. Building something like that into custom fields would be very complex and quite a large project.
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