Under Settings > Site settings > Mandatory and unique fields, you can set up what sort of fields are mandatory, unique, or both.
- Mandatory fields allow you to decide which fields must be filled in before saving (e.g., the address when adding a new company to Scoro). Making certain fields mandatory is a good way to keep your Scoro site tidy and ensure that critical information is added to documents, company cards, etc., especially if you notice that some users tend to forget to fill in specific fields.
- Unique fields, on the other hand, allow you to set fields that always need to be unique (e.g. the VAT no. of a company).
Mandatory and unique fields can be modified only by users with the Manage mandatory and unique fields permission.
Click the + icon and select the fields you want to make mandatory or unique.
Custom fields can also be set as mandatory and/or unique. The only exceptions are custom fields with limited access – these cannot be used as mandatory fields because they are not visible to all users.