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Credit Notes
... Credit Notes A Credit Note is a Transaction Document that allows you to record a refund to a customer. A Credit Note is co ...
Can I choose which fields are mandatory for web leads?
Hello I'd like Company Name to be mandatory, and telephone number optional, how can this be achieved? Regards Dave M Hello, I think the easiest Hello, I think the easiest way to do this is to use ...
How do I add a custom field?
How would I go about adding a custom field to the contact screen? I'm looking to add URL-based fields for Twitter, facebook and LInkedIn. Thank you Hello, Good news! This can Hello, Good news! This can ...
Add Custom Fields for Original Price and Exchange Rate
We have a product price list in USD and we normally create Quotes and Orders in GBP. This works fine using the exchange rate as this is what affects our buy price on a daily basis! I'd like to be able to add custom fields to show the original ...
Mandatory fields
Is there a way to make standard record fields mandatory? We want to enforce 'Source' as a mandatory field. I know I can edit the picklist, but I can't see any way to make it mandatory, potentially I'd like 'Type' to be mandatory as well. ...