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Former Member
Nov 08, 2007 at 03:14 PM

Subject Profile

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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.

Regards,

-Rahul.