Cases where the completion of required fields cannot be enforced

Description

Required fields must be filled in when saving an item; however, there are cases where this requirement cannot be enforced.

Version

All versions of eWay-CRM

Difficulty

Medium

Resolution

A technical limitation requires an item to be saved without any user interaction. This occurs during the following actions:

eWay-CRM Desktop

  • During a drag & drop action, when you move a file directly into eWay-CRM Desktop by dragging it with the mouse

  • When converting an email into a contact, task, deal, project, or journal

  • When converting a deal into a project

eWay-CRM Online

  • When converting an email into a contact, task, deal, project, or journal

  • When converting a deal into a project