Now, when you mark certain fields as mandatory for adding contacts or deals, those fields will be required in the CRM app as well.
Use Case: Enhanced data accuracy through mandatory fields for contacts and deals within the CRM web application and mobile app.
To View the Enhancement:
Adding Contact in IM Portal:
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2024/04/06084909/image4-1024x493.png)
- Go to the settings module.
- Within settings, select mandatory fields.
- When adding contact details, choose the fields you wish to make mandatory from InsuredMine. The changes will also reflect in the app.
Mobile App:
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2024/04/06085007/image3-1.png)
- You’ll see the designated fields marked as mandatory, just like in the InsuredMine portal.
While Adding a Deal:
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2024/04/06085055/image2-2-1024x415.png)
- Go to the settings module.
- Within settings, select mandatory fields.
- When adding a deal, choose the fields you wish to make mandatory.
Mobile App:
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2024/04/06085149/image1-2.png)
- The mentioned fields appear mandatory as shown in the above image.