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Former Member
Nov 08, 2007 at 03:14 PM

Subject Profile


Hi Experts,

We want to make Reason field as mandatory while creating the transaction. if we wont maintain the Reason filed system should not allow me to save the Transaction.

For this I have configured the following:

I have define subject profile for Leads under the Path:

IMG->CRM->Transactions->Settings for leads->Reason for status leads->Define Subject Profiles

->Assign Status and Subject profile to Transaction type.

There are 3 options like 1) Reason is Optional

2) Reason is Necessary and 3) No reason necessary.

In the option field I have entered Reason is Necessary.

But whenever I am creating a transaction system still allowing me to save the transaction though I didn't maintain Reason filed.

As per my understanding system should not allow me to save until unless I maintain the Reason field.

Anybody suggest me is there anything missing which needs to be configured.

Thanks in advance.Points will be awarded for the helpful answers.