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Improve Opportunity saving process when a Contact has a required field

Scenario

We have an attribute on the Contact record that is required. When a Contact which is missing the required data in this attribute is added to an Opportunity, the system does not provide an error code.  Therefore, the users keeps added the data in the Opportunity. When they save the Opportunity record, the user is presented with an error code.

[CR Error: There are empty required attributes: 'Department']

NOTE: "Department" is the name of our custom attribute in the Contact record. 

 

Even if the user removes the Contact from the Opportunity, they still cannot save the record and lose all there data entry time.

 

Below are two recommendations to resolve this;

  1. When you add a contact to an Opportunity where the department is missing (required field), you would immediately get a red X error. The benefit is the user is not entering all of the data into the Opportunity only later to find they can't save the record.
  2. If the contact for a given Opportunity where the department is missing (required field), and the record can't save, that the user would be able to remove the contact from the Opportunity and then be able to save it. The benefit is the user can still save the data entered. Then they can update the contact record and go back to the Opportunity to add the contact.Why is it useful, who would benefit from it, how should it work?
  • Ehren Dimitry
  • Feb 25 2020
CRM
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