Under Review
over 1 year ago

Enforce Required Fields When Creating Contact in Outlook Plugin (OPI)

My users have used the Outlook plugin to create thousands of contacts that are missing important required fields. 

There should be a way to enforce required fields when using the OL plugin. After you fill in the basic fields in the "Create a Contact" window and click "Ok," why not have a process that checks for missing required fields and then pops open a window where the user can fill them in? If it's not possible to do this from within the plugin, you could create the record in the CRM, then force open a browser window on the edit page for the record where they will see the required field errors.