• How to add a requirement for Calls and Meetings Guests list to include at least one Contacts

    Our Sales Director is wanting to ensure that the Sales team members always add the contact(s) they talked with during a recorded Call or Meeting. If a Call or Meeting is created from the Accounts Module the Assigned User is auto-assigned as one of the…
  • quotes total and subtotal field ignore vardef required setting

    The total and subtotal field appear to ignore the vardef "required"=false setting. They are still required when saving a quote. Any idea why? or how to allow a quote to be saved without a total or subtotal value? (the calculations have been removed and…