Description:
We'd like the ability to mark opportunity fields that are synced from our PSA (e.g. "Deal Type" from Autotask) as mandatory within Salesbuildr.
We already set the field as required on the PSA side (Autotask), but this does not carry over to Salesbuildr. The field remains optional in Salesbuildr even after a sync.
Steps to reproduce:
Set a UDF/dropdown field (e.g. "Deal Type") as mandatory in Autotask
Run a sync in Salesbuildr
Create or edit an opportunity in Salesbuildr and leave the field empty
Expected behaviour:
If a field is marked mandatory in the source PSA, or if we mark it mandatory locally, Salesbuildr should enforce this and prevent opportunity creation/save until the field is filled in.
Impact:
Sales reps can save opportunities with incomplete data, which affects reporting accuracy and downstream data quality in the PSA.
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New
Feature Request
2 days ago
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New
Feature Request
2 days ago
Get notified by email when there are changes.