A Mandatory Field in Zoho CRM is a field that must be filled in before a record can be saved. Administrators set fields as mandatory to enforce data quality - ensuring that key information like email address, industry, or deal stage is always captured.
Making a field mandatory in Zoho CRM means the user cannot save the record until that field has a value. This is configured in the Page Layout editor. Both Standard Fields and Custom Fields can be made mandatory.
Mandatory fields are shown with a red asterisk in the CRM interface. If a user tries to save without filling them in, the form shows a validation error and highlights the empty fields.
Mandatory field settings can differ by Profile. A field might be mandatory for the Sales team but optional for the Support team. This is controlled via layout rules or by assigning different Page Layouts to different profiles.
A Mandatory Field in Zoho CRM is a field that must be filled in before a record can be saved. Administrators set fields as mandatory to enforce data quality – ensuring that key information like email address, industry, or deal stage is always captured.
Yes. By assigning different Page Layouts to different Profiles, you can make a field mandatory for one team and optional for another.
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