Mandatory Templates and Mandatory and Read-Only Template Fields

Use

·         You can specify that a template is mandatory for a specific activity category.

·         You can specify mandatory and read-only template fields during activity journal template creation. You do this when you select the fields you want to appear in the activity journal, such as number of samples, product priority, everyday low price.

 

Prerequisites

 

You specify mandatory templates and mandatory and read-only template fields during template creation.

Features

Mandatory Templates

During activity processing, you can save the activity without having maintained the mandatory template. However, you cannot set it to Completed until you have maintained the mandatory template for the activity category specified

Specifics of CRM Enterprise

Mandatory templates are displayed on the Activity Journals tab page as Activity Journals (mandatory).

Specifics of CRM Mobile

Mandatory templates are marked by a flag in the Mandatory column in the template list.

Mandatory Template Fields

If you have set mandatory template fields for the template, you can still save the activity journal without having maintained these fields.

 

Specifics of CRM Enterprise

·         Mandatory fields are not marked on the user interface.

• You can set the activity to Completed even if you have not maintained mandatory fields. In this case, the activity journal and its mandatory fields are listed in the message log.

Specifics of CRM Mobile

• Mandatory fields are marked with a star in the field column, but the field itself is not marked.

• You cannot set the activity to Completed until you have maintained all mandatory fields.