header
Planned

Have the ability to make person fields required

  • 4 February 2020
  • 6 replies
  • 50 views
Votes
J
Rank
Userlevel 2
Badge

When a CSM creates a new person account they usually add in the minimum fields that help them. It would be great to have first and last name fields required to maintain the quality of our person records.

6 replies

kunal_bhat
Rank
Userlevel 5

Hi @j.peabody ,

 

We plan on allowing admins to mark fields as required when creating Person records in C/R 360. This will be done via configuration in the C/R360 layouts where you pick fields for the Person creation flow (you will also be able to mark them as mandatory).

 

This is planned for the near-term, I’ll give an update when it’s ready for release.

 

Thanks,

Kunal

darkknight
Rank
Userlevel 7
Badge +2

@kunal_bhat can we get an update on this?

Jeffrey Kirkpatrick
darkknight
Rank
Userlevel 7
Badge +2

@sai_ram apparently Kunal isn’t with GS anymore.  Can you please have someone provide us with an update here?  This is a problem for us.

Jeffrey Kirkpatrick
sai_ram
Userlevel 7
Badge

@sai_ram apparently Kunal isn’t with GS anymore.  Can you please have someone provide us with an update here?  This is a problem for us.

Sure thing, will get it. 

P
Rank
Userlevel 6

Hi @darkknight 

 

Currently, we can mark the fields as required in Data management and add those fields to the Add Person layout. We have also made the Name field mandatory when adding new Person records

Sorry, but can you provide more details here? Would the field just need to be made mandatory when it has to be added from the Person section?

darkknight
Rank
Userlevel 7
Badge +2

Currently, we can mark the fields as required in Data management and add those fields to the Add Person layout.

@pgeorge may you explain how? I don’t see any way to make Person First Name/Last Name mandatory in Data Management (the fields are non-editable)

The goal here, for me anyway, is to be able to pull Person records that were created in Gainsight into a rule and create matching Salesforce Contact records.

The Contact object in Salesforce requires the Contact::First Name and Contact::Last Name populated, and then uses the values in those two fields to auto-populate the Contact::Full Name field.  

 

What I Need:

Make Person::First Name and Person::Last Name mandatory on the “Add Person” view so that end users are forced to input entries that we can use to create a Contact in Salesforce.

Right now, the Person::Name field is a default field (but not required) on the “Add Person,” however it is useless to me (and I cannot remove it), as I do not have any way via rules to split the value of Person::Name into Person::First Name and Person::Last Name, so that I can use the data to create a Contact in Salesforce.

 

 

Jeffrey Kirkpatrick

Reply