On the customer record, the "Status" (i.e. "CUSTOM...
# general
j
On the customer record, the "Status" (i.e. "CUSTOMER-Closed Won") is required on the form. When I try to customize the form, I am unable to remove the mandatory checkbox for this field, although I can modify other fields. Is there another company setting that enforces this requirement? Thank you
m
Strange Maybe use workflow for this field Use set mandatory field is no
j
Thank you I will try that.
k
it is mandatory field by default/NS. Doubt you can remove it.
m
You can by WF even if the field by default
k
yeah, default, but it were not needed, one could uncheck the mandatory status. do it at your own risk…
m
but in any case in this field, there is a value that is set
k
if it is…. not blank. could just set value via WF..
m
Just in case the requirement is necessary in the system, you could just create a dummy default status and use that in a workflow. Easiest solution.