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.