Learn how to customize the contact mandatory fields to your needs in this article
When entering a contact, it is essential to provide specific information, such as the name and company. However, the additional required fields can differ based on individual preferences. For example, one user may require the prospect's email address, while another may prioritize the phone number. Fortunately, these fields can be customized in the settings to meet your needs. Below, we will explain how to do this.
💡 Mandatory contact fields can be set for the organisation and be applied to all events by default. This can be configured by the administrator here.
Custom required fields for events
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Open the event in snapADDY dashboard
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Go to Settings -> Contact capture
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Click on "Configure required contact fields", then the list of fields will appear to choose
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Click on fields to choose and then save changes
Now when entering contact data into the app, these fields are displayed as mandatory and must be filled in for the report to be exported from the app.
If you have any further questions, please feel free to contact support@snapaddy.com or your Customer Success Manager.