CRM

KFeldesz
Membre

Make it mandatory to assign a contact or deal when creating a task

Résolue

When creating a new task, it should be possible to set required fields that always need to be filled out in order to save the task, if not the user should get an error message.

1 Solution acceptée
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Make it mandatory to assign a contact or deal when creating a task

Résolue

Hi @KFeldesz,

 

This is currently not possible but you could suggest this in the HubSpot Ideas section of the community. Submissions to that part of the forum are being monitored by the product team and evaluated by their popularity.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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1 Réponse
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Make it mandatory to assign a contact or deal when creating a task

Résolue

Hi @KFeldesz,

 

This is currently not possible but you could suggest this in the HubSpot Ideas section of the community. Submissions to that part of the forum are being monitored by the product team and evaluated by their popularity.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.