| ... | ... | @@ -166,8 +166,89 @@ Follow a few simple steps to edit field properties. |
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2. Fields marked as either Header or Key fields will appear in the related
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modules list tab.
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* **Making Fields Mandatory/Nonmandatory**
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Mandatory fields are fields that you should fill in. You cannot create or import records without filling or mapping mandatory fields. You have complete power over fields across modules in Vtiger CRM. You can make desired fields mandatory or non-mandatory according to your requirements.
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Here’s how to make desired fields mandatory
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**1.** Click on Edit icon beside the field
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**2.** In the Edit pop-up, enable the Mandatory Field checkbox.
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**3.** Click Save button to save the changes.
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Alternatively, you can also click Mandatory next to your desired field to enable/disable the field.
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To make any field NON-MANDATORY, follow the same procedure, disable the checkbox against Mandatory Field to make it non-mandatory.
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Marking a field mandatory if any profile has read-only permission.
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Note!
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1. You cannot make a few fields non-mandatory. E.g. Last Name in
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Contacts module. These fields are made mandatory to establish a
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relation between modules in Vtiger CRM.
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2. Admins are warned when they try to mark a field used in existing
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workflow, lists, mailroom action, webforms, etc. as mandatory.
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* **Deleting Fields**
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If custom fields created by you do not meet your requirements, you can delete them permanently.
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Deleting custom fields will also delete data associated with it. In contrary to delete option, you can also hide a specific field, so that it is not used by other users.
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Follow few simple steps to delete custom fields and custom blocks.
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**1.** Click on Trash Icon to delete the field.
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**2.** To delete the custom block, click on Delete Custom Block.
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**3.** In the alert message click Yes.
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Note! Default fields can’t be deleted but can be hidden from the view. The
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custom fields can either be deleted or hidden from the view.
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* **Hiding Fields**
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This feature enables you to hide fields so that they are invisible to your users. This has an advantage over delete field option because hiding fields will not delete data associated with it and hidden fields can be restored when required.
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Follow a few simple steps to hide fields.
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**1.** Click the pencil icon next to your desired field.
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**2.** It brings up a pop-up that has a set of options that can be configured on selected module.
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**3.** Push the Show Field Icon to No.
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**4.** Click Save to update changes.
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Note!
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1. You can hide both custom and default fields. The mandatory fields cannot
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be hidden.
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2. Admins are warned when they try to mark a hide the field used in existing
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workflow, lists, mailroom action, webforms, etc.
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* **Relationships**
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Relationships help you to link two different modules and relate records between them.
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An administrator can create custom relationships from Module Layouts and Fields.
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Vtiger is flexible to create One-to-One, One-to-Many, Many-to-One, and Many-Many relationships between the modules.
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* **Duplicate Prevention**
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Prevent duplicate record creation in Vtiger, by configuring a few actions.
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* **Dependent Fields/Block (Dynamic Fields)**
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Dynamic fields allow simplifying the data entry with the fields that appear only when they’re needed. Thus, make record fields visible, writable, or required, based on another field’s value.
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* **Closed States**
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Control any actions on records and reduce clutter using Closed states.
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#### **Configuration**
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* **Picklist field values**
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* Customize Contact Types and Contact Status values from Picklist editor.
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