1. snapADDY Knowledge Base
  2. snapADDY VisitReport
  3. Working within the VisitReport Dashboard

How can I configure the mandatory contact fields for the VisitReport app?

Learn how to customize the contact mandatory fields to your needs in this article

When you enter a contact, you need certain data like name and company in any case.  Other mandatory data may vary. One person needs the prospect's email, while another wants to make the phone number mandatory.  You can customize these fields in the settings. Below we will show you how this works.



Custom required fields for events

  1. Go to the event settings

  2. Under Export you will find the mandatory fields for contacts

  3. Here you can choose between organization-wide (default), custom required (only for this event) & no required fields (for this event)

  4. If you select custom required, you can now click on them and save changes


2023-07-07 14_57_02-VisitReport _ snapADDY_exportsettings


👉🏽 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.