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Status Shipped
Categories CRM App
Created by Arthur Ashdown
Created on Apr 8, 2020

Make surname not a required field

It would be useful not to have to fill in a surname in the CRM. It is more likely that someone will know a first name than a surname and often the surname field will be filled with gibberish if someone is force to fill it out and doesn't know what it is.

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  • Admin
    Andrew Ardron
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    Jun 1, 2023

    In the latest release we've added a system option that allows you to make Last Name optional (and therefore not a mandatory field when creating or importing Contacts).

    If you find any unexpected issued with contacts that have an empty (null) last name then please do let us know (although we've done some pretty thorough testing obviously).

    This feature is currently being rolled out to users via phased release rings and so individual customers will start to see it over the coming weeks.


    7 replies
  • +8
5 MERGED

Option to make First Name Mandatory instead of Last Name

Merged
A customer would like to make First Name mandatory instead of Last Name. When talking to new contacts, they will get the first name when first speaking to them but not always the last name.
Guest almost 3 years ago in CRM App 0 Shipped