Manage Required Fields

Setting the Required Fields to Create a Record

Required fields are the fields your user is required to have filled out in a record in order to save the contact to your system. These field requirements can be edited within the Shape Software at any point in time and if any of the required fields are not filled in, then the record will not be created.

• Go to Settings>Required Fields

Start by navigating to “Settings” in the top gradient bar. Next click the dropdown labeled “System Preferences” to find the “Required Fields” settings page. Required Fields: https://secure.setshape.com/lead-Entry-Rules

• Use the checkmarks to set what fields are required for record creation

Here you will see the available fields that you can require for lead entry. Simply add a checkmark to any field that you want to require for lead entry.

How do Required Fields Effect Record Creation?

In your lead details page, you will recognize the required fields based on the red underline in those fields. If this information is not filled in, the system will not allow the user to save the record. Once those are filled in, you’ll see a successfully created prospect in the upper right hand corner of your screen. Once the underlined fields are filled out you the system will AJAX save your record as soon as you click out of the last red underlined field.

Frequently asked questions