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Categories CRM App
Created by Guest
Created on Jun 7, 2023

Edit default modal for creation screens

Currently it is possible to add fields to an equipment, quote, problem, opportunity, etc creation screen by marking the field as required in the dictionary. However, there are fields that show on these creation screens that are not required and there is no way currently to remove these or to edit the modal of the creation screen other than adding to it by marking it as required. If there are fields that customers do not use on their records, they would always have to skip over these fields instead of just removing them from the creation screen so that it matches their dictionaries.

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