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1. Allow required fields on the contact record, if not completed can't save the contact

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   1 comment  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Kayla Berg commented  ·  March 30, 2022  ·  Delete…

   It would be great if we could require certain fields on the contact record for that record to them be saved. This would reduce missing data and streamline the Redtail process.

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   Kayla Berg shared this idea  ·  March 30, 2022