Required Custom & System Fields

We are excited to release Required Custom or System Fields to promote better data hygiene when updating Customers, Contacts, and Contract in the ClientSuccess UI.  ClientSuccess Admins can now configure in Global Settings>Field Setting to require any Custom Fields or the System Fields of Region and Country that must be populated.

In the example above, The System Field named Country and the Custom Field named Industry have been set as required fields, which will require the user to fill those fields in when creating a new customer in order to save the changes.   

Notification of Required Fields

If a user tries to create or edit a Customer Record that has Required Fields enabled, they are required to enter data into that field in order to save the Customer Record.  Notice in the example below the user gets a warning that Customer Name is require along with Country and a red dot with the exclamation is displayed for Industry (Not shown) in the Custom Field section because it is now required.

Note: New customers are usually created via the CRM Integrations and these required field restrictions are only enforced when creating or editing customers, contacts, and contracts in the ClientSuccess UI.

If the user pulls up an existing customer in edit mode and wants to change the website URL or account manager, they are now presented with the required icon and text requiring Industry before they can save it.  In the example below, the user will now have to include Industry before they can save the changes to the customer record or hit cancel to keep the record as is without changing anything.

Required Custom Fields and Integration Mappings

If you are going to require a Custom Field in ClientSuccess and are populating that Custom Field's data via one of our CRM integrations, you will need to add that mapping in the CRM integration field mapping configuration or the integration synchronization will fail because that Custom Field will now be required for the integration synchronization to work properly.  To add the mapping for the Required Custom Field, go to Global Settings > Integrations > and map it in the "Field Mappings" section as show below in this HubSpot example.

Requiring specific Custom or System Fields will ensure that all relevant data is filled in and available for use in the ClientSuccess platform, ultimately driving highly improved accuracy and data hygiene. 

*Note:  The Required fields must be created in the CRM with data populated in them or the CRM integration will stop synchronizing because the data is now required in ClientSuccess.

For more information on requiring Custom or System Fields, please reach out to your CSM or our Support Team with any questions.