Hi all,
Similar to this thread regarding mandatory fields in Success Plans, we have the exact same need but regarding Customer Goals.
It would be great to be able to set fields as mandatory for closing and even for opening. Both custom and system fields.
In our case here two examples:
Hello
You can now easily set both custom and system fields as mandatory as well as you can make a field as editable only during creation meaning it can only be updated while creation and becomes read only after the goal is created
Go ahead and configure this in your settings today—we can't wait to hear how this improves your process!
Note: We have not provided an option for goals to have fields mandatory while closing the goal. Let us know if this is still needed and we can further discuss on that
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