Keeping your data consistent is key to getting the most out of Tracker, and Mandatory Fields are one of the most effective tools to help you do just that. By specifying which fields must be completed before a record can be saved, you can ensure your team is capturing the right information every time, whether they're adding a new company, contact, or any other record type. This means fewer gaps in your data, better reporting accuracy, and a cleaner database overall.
1. Mandatory Fields are managed within Tools & Settings, which is accessed via the profile menu.
2. Within Tools & Settings expand out the Customization Group in the menu.
3. Here you will see the option for Mandatory Fields. If you're unable to access this, please contact your internal Tracker administrator.
4. The first setting you have is under Mandatory Field Options and is called "Enforce Mandatory Fields". There are two options to choose from:
If you select Yes, it will require any mandatory field to be filled out before you will be able to create or save the record. You will be notified of which field needs filled out.
If you select No, you will be able to save the record with blank mandatory fields.
5. Next you will select which record type you would like to apply mandatory fields for from the dropdown. Mandatory fields can be applied to all main record types.
Select the one you wish to start adding Mandatory Fields for.
6. You can then check all the relevant boxes. Here I have selected two mandatory fields for Company records: Company Type and Company Owner.
7. Remember to Save your Settings before proceeding.
As I've set to Enforce Mandatory Fields, lets see what this looks like when creating or saving a Company record.
8. Here is an example of creating a New Company, you can see the form is now asking me to complete the two fields I set as Mandatory.
9. In this example I'm on an existing Company record that does not have these fields completed. If I try and save the record Tracker forces me to complete the missing data.
