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Changing the required fields when creating a contact's relationship/partner

Updated over a year ago

There are ten required fields that you can choose to hide or show when you're adding a new relationship/partner for an already existing contact:

  • Title

  • First Name

  • Surname

  • Either First or Surname

  • Address

  • Mobile

  • Home Phone

  • Email

  • Either Mobile, Home Phone or Email

  • None

To update, head to your office settings > Preferences > Office Preferences > Contacts > Toggle On/Off for 'required fields when creating a contact's relationship/partner'.


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